Think your clients might be interested in FIAX?
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As advisors, we’re always on the lookout for investments that align with our clients’ needs. That’s why we created FIAX, an actively managed Treasury ETF by XFUNDS. With yields on the rise, clients are increasingly asking for Treasuries to help boost returns. FIAX seeks to provide income using U.S. Treasury fixed income securities, with an added twist: a “defined risk option premium.” This fund seeks to recreate a diversified portfolio of income producing ETFs while pursuing lower volatility with its core-holding in U.S. Treasuries.
30-Day SEC Yield* 4.22% (as of 7/31/2023)
*The 30-day Yield represents net investment income earned by the fund over the previous 30-day period, expressed as an annual percentage rate based on the Fund’s share price at the end of the 30-day period.
The performance data quoted above represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted above.
Performance current to the most recent month-end can be obtained by called (855) 563-6900.
Short term performance, in particular, is not a good indication of the fund’s future performance, and an investment should not be made based solely on historical returns. Returns beyond 1 year are annualized.
A fund’s NAV is the sum of all its assets less any liabilities, divided by the number of shares outstanding. The market price is the most recent price at which the fund was traded.
