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Equity · Estados Unidos
BNDY · CBOE · Horizon Funds · domicilio Estados Unidos
Yield actual
6.99%
Índice GW
100.75
TER anual
0,65%
Patrimonio
497,39 M USD
Índice GW calculado con 1.33 años de historia.
BNDY invests mainly in investment grade, US dollardenominated fixed-rate debt including government and corporate bonds, mortgage- and asset-backed securities, loans, preferred stock, and ETFs. It seeks total return by combining a systematic model and active decisions to select and weight holdings based on return and risk measures. The portfolio has no maturity limits and may shift sector or economic exposures as conditions change. Options strategies, such as put spreads, covered calls, and collars on indices, ETFs, or securities, are used to enhance returns, generate income, and help manage downside risk. The fund is actively managed and may trade frequently to achieve its objective.