UCON Stock Fund Price and Chart — AMEX:UCON

Overview

Analysis Holdings Ideas Discussions Technicals Seasonals

UCON chart

Key stats

About First Trust TCW Unconstrained Plus Bond ETF

UCON seeks long-term total return with its broad discretion to invest in almost any kind of fixed income securities. The fund does not necessarily target any particular part of the bond market, but takes a flexible approach based on the managers top-down, long-term economic outlook. However, the manager may also employ independent, bottom-up research to identify undervalued securities. While UCON does have some exposure limits, they are fairly lax: up to 70% in high-yield debt, 60% in emerging-market debt, 50% in non-USD-denominated debt, and 50% each in residential MBS, commercial MBS, and ABS. MBS not backed by a government or government-sponsored agency is limited to 20% of the portfolio. Individual holdings may be of any maturity, but UCONs portfolio duration will normally not exceed 10 years. The fund may also hold derivatives for hedging or duration management but not to exceed 20% of the portfolio.

Classification

UCON analysis

What's in the fund

Exposure type

Securitized

Corporate

Stock breakdown by region

Top 10 holdings

Ideas

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Technicals

Summarizing what the indicators are suggesting.

Oscillators

Neutral

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