Description: The investment seeks to hedge the risk of increased fixed income volatility and rising inflation and to profit from rising long-term interest rates or falling short-term interest rates, often referred to as a steepening of the U.S. interest rate curve, while providing inflation-protected income. The fund is actively managed and seeks to achieve its investment objective primarily by investing, directly or indirectly, in a mix of U.S. Treasury Inflation-Protected Securities ("TIPS") and long options tied to the shape of the U.S. interest rate curve. It is non-diversified.
Exchange: NYSE ARCA
Country: US
Currency: US Dollar ($)
Category: Inflation-Protected Bond
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Bond | 97.75 | 0.00 | 97.75 |
| Cash | 2.25 | 0.00 | 2.25 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 0.00 | 97.25 |
| United Kingdom | 0.00 | 1.06 |
| Europe Developed | 0.00 | 1.70 |