LHA Risk-Managed Income ETF (RMIF): ETF
ETF traded on BATS under symbol RMIF. Quoted in usd.
LHA Risk-Managed Income ETF
RMIF seeks current income by actively managing a portfolio of broad, fixed-income ETFs while managing risks. The portfolio includes investment grade US corporate bonds and Treasuries, TIPS, preferred stocks, high-yield bonds, floating rate debts, foreign corporate debts, and mortgage- and asset-backed securities. The fund has no maturity or minimum credit rating requirement. The highest-yielding securities are selected based on a proprietary analysis focusing on yield relative to price and volatility trend factors. The fund manages risk using a discretionary allocation approach that adapts to changing market prices and volatility trends. During unfavorable markets, the fund shifts exposure to TIPS, money market instruments, investment grade bonds, or floating rate bonds to preserve capital. Otherwise, it stays in junk bonds, preferred equities, or emerging market bonds to maximize income. Total fees should be accounted for when using a fund-of-funds wrapper.
Largest holdings
- SPHY State Street SPDR Portfolio High Yield Bond ETF16.85%
- USHY iShares Broad USD High Yield Corporate Bond ETF16.78%
- SRLN State Street Blackstone Senior Loan ETF16.69%
- SJNK State Street SPDR Bloomberg Short Term High Yield 16.59%
- FTSL First Trust Senior Loan ETF16.58%
- HYG iShares iBoxx $ High Yield Corporate Bond ETF16.23%
- FGXXX First American Government Obligations Fund 12/01/20.13%
- FXFXX First American Treasury Obligations Fund 01/01/2040.13%
- Cash & Other0.01%
- Ticker Name0.00%