HOLD : AdvisorShares Sage Core Reserves ETF

HOLD is a Alternative Market Short with MODERATE fees.

HOLD

AdvisorShares Sage Core Reserves ETF

FI Score

38 /100

Expense Ratio Rating

7 /10

Expense Rating

7 /10

Market Score

1 /10

Category Score

0 /10

Market Size

1 /10

38% FI Score
  • hold
  • ETF
  • Alternative
  • Short

AdvisorShares Sage Core Reserves ETF

Expenses: 0.35% (Better than 1% of similar funds)

This is a bad choice for a Short Alternative fund. See why ยป

Fund Summary

The investment seeks to preserve capital while maximizing income. Sage Advisory Services, Ltd. Co. (the Sub-Advisor) seeks to achieve the fund's investment objective by investing in a variety of fixed income securities, including bonds, forwards and instruments issued by U.S. and foreign issuers. It will invest in U.S. dollar-denominated investment grade debt securities, including mortgage- or asset-backed securities, rated Baa- or higher by Moody's Investors Service, Inc. (Moody's), or equivalently rated by Standard & Poor's Ratings Services (S&P) or Fitch, Inc. (Fitch), or, if unrated, determined by the Sub-Advisor to be of comparable quality.

Largest Holdings

Amount Holding
5.76% United States Treasury Notes 1.12%
5.76% United States Treasury Notes 1.25%
3.84% United States Treasury Notes 1.38%
2.93% Bank of America Corporation 3.5%
2.47% Edison International 2.4%
2.23% Occidental Petroleum Corporation 2.6%
2.20% American Express Credit Account Master Trust 2.04%
1.98% Credit Suisse Group Funding Limited 3.12%
1.98% United States Treasury Notes 1.75%
1.97% Elanco Animal Health Inc 4.66%

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