The investment seeks to track the investment results of the Bloomberg Barclays MSCI US Corporate 1-5 Year ESG Focus Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index has been developed by Bloomberg Barclays Capital Inc. with environmental, social and governance (ESG) rating inputs from MSCI ESG Research LLC pursuant to an agreement between MSCI ESG Research and Bloomberg Index Services Limited, a subsidiary of Bloomberg Barclays. The fund is non-diversified.
|VCSH||Vanguard Short-Term Corporate ..||0.05 %||
|IGSB||iShares Short-Term Corporate B..||0.06 %||
|LMBS||First Trust Low Duration Oppor..||0.67 %||
|ISTB||iShares Core 1-5 Year USD Bond..||0.06 %||
|SLQD||iShares 0-5 Year Investment Gr..||0.06 %||
|BSCK||Invesco BulletShares 2020 Corp..||0.10 %||
|LDSF||First Trust Low Duration Strat..||0.82 %||
|LDRI||Invesco LadderRite 0-5 Year Co..||0.22 %||
|WINC||Western Asset Short Duration I..||0.29 %||
|Market Performance vs.
Industry/Classification (Short-Term Bond)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||2.51%||N/A||N/A||98%||A+|
|Risk Adjusted Return||85.34%||N/A||N/A||89%||B+|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
There is nothing we particularly like
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.