For Financial Professionals in the US

SCRD Sustainable Corporate Bond ETF

Actively managed corporate credit portfolio employing positive and negative screens to identify U.S. companies constructively advancing ESG principles

NAV
$49.85
As of 09/24/2021

1-Day Change
-$0.07 (-0.14%)
As of 09/24/2021

ITD Return
-0.30%
As of 09/24/2021

Overview

ABOUT THIS ETF

An actively managed, investment grade-focused corporate credit ETF seeking to generate risk-adjusted excess returns, while aligning with positive environmental and societal outcomes. Through our investment framework, we aim to invest in issuers with strong or improving ESG characteristics, and identify opportunities on the right side of disruption.

WHY INVEST IN THIS ETF

  • Active Sustainability: Aims to identify ESG leaders and mitigate downside risk through proprietary forward-looking ratings and corporate engagement
  • Research-Driven Conviction: Actively managed portfolio, utilizing a disciplined, research-driven investment process
  • Return Focused: Seeks competitive risk-adjusted returns focused on taking the intended level of risk throughout the cycle

Manage Wealth with a Sense of Purpose

PORTFOLIO MANAGEMENT

Michael Keough

Portfolio Manager

Industry since 2006. Joined Firm in 2007.

Brad Smith

Portfolio Manager

Industry since 2010. Joined Firm in 2010.

Performance

RETURNS (%) (As of -)
NAV Market Price Bloomberg U.S. Corporate Bond Index
 
NAV
Market Price
Bloomberg U.S. Corporate Bond Index
RETURNS (%) (As of 08/31/2021)
NAV Market Price Bloomberg U.S. Corporate Bond Index
 
NAV
Market Price
Bloomberg U.S. Corporate Bond Index

Portfolio

Index represents the Bloomberg U.S. Corporate Bond Index

Top Holdings (As of 09/24/2021)
% of Fund
National Australia Bank Limited 2.99% 21-MAY-2031 1.29
Hasbro, Inc. 5.1% 15-MAY-2044 1.28
Morgan Stanley 2.484% 16-SEP-2036 1.28
Rocket Mortgage, LLC 4.0% 15-OCT-2033 1.28
Duquesne Light Holdings, Inc. 2.775% 07-JAN-2032 1.26
Lloyds Banking Group plc 4.65% 24-MAR-2026 1.24
Cooperatieve Rabobank UA 3.75% 21-JUL-2026 1.22
Royalty Pharma Plc 2.15% 02-SEP-2031 1.07
JPMorgan Chase & Co Depositary Shs Repr 1/10 Fix/Fltg Non-Cum Red Perp Pfd Shs Ser -HH- 1.06
Marvell Technology Holdings, Inc. 2.95% 15-APR-2031 1.02
View Full Holdings

Documents