NEAR

iShares Short Duration Bond Active ETF

$50.78

+0.00%

Market closed. Last update: 2:17 AM ET

📎 Investment Objective

The iShares Short Duration Bond Active ETF (NEAR) seeks to provide current income while preserving capital by investing in a diversified portfolio of short-term fixed income securities.

Overview

ETF tracking iShares Short Duration Bond Active ETF

Category Fixed Income

Issuer BlackRock

Inception Date 2013-09-26

Market Cap $4.2B

Average Volume N/A

Dividend Yield 3.75%

52-Week Range $50.41 - $51.37

VWAP $50.81

Performance

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Investment Summary

📎 Investment Objective

The iShares Short Duration Bond Active ETF (NEAR) seeks to provide current income while preserving capital by investing in a diversified portfolio of short-term fixed income securities.

🎯 Investment Strategy

The fund is actively managed, allowing the portfolio managers to tactically adjust the portfolio's duration and credit exposure in an effort to generate attractive risk-adjusted returns. The fund primarily invests in investment-grade corporate bonds, government securities, and other fixed income instruments with an average portfolio duration of 1-3 years.

✨ Key Features

Actively managed short-duration fixed income portfolio
Emphasis on investment-grade corporate and government bonds
Average portfolio duration of 1-3 years to help manage interest rate risk
Potential for lower volatility compared to longer-duration bond funds

⚠️ Primary Risks

Interest rate risk: The fund's value may decline if interest rates rise
Credit risk: The fund is exposed to the risk of default by the issuers of the bonds it holds
Liquidity risk: The fund may have difficulty selling certain securities at an advantageous time and price
Active management risk: The fund's performance could trail that of passively managed funds

👤 Best For

The iShares Short Duration Bond Active ETF may be suitable for investors seeking current income and capital preservation, with a low to moderate tolerance for risk. The fund's short-term focus and active management approach may appeal to investors looking to manage interest rate sensitivity within their fixed income allocation.