The Madison Short Term Strategic Income ETF (MSTI) seeks to achieve significant income through investments primarily in debt instruments deemed to have lower risk and high quality. The fund typically holds between 100 and 500 investment-grade bonds issued by U.S. corporations and the U.S. government. However, it also has the flexibility to include lower-rated bonds and asset-backed securities in its portfolio. The selection of these securities is based on their credit risk, sector allocation, and where they fall on the yield curve. MSTI endeavors to keep its average portfolio duration at three and a half years or less. Moreover, the fund utilizes the Adviser's "Participate and Protect" methodology, which is designed to capture gains during market upswings while implementing measures to lessen the effects of market downturns. It is important to acknowledge that, while this prudent strategy aims to reduce risk, it does not promise specific results or the total removal of all risk.

MSTI Holdings & Sector Breakdown

MSTI Holdings & Sector Breakdown