AAM Low Duration Preferred & Income Securities ETF Eclipses $500 Million AUM Milestone
AAM Low Duration Preferred & Income Securities ETF (NYSE: PFLD) has surpassed $500 million in assets under management. As the industry's only low duration preferred ETF, PFLD targets preferred securities offering higher yields than similarly rated bonds, providing portfolio diversification opportunities.
Launched in 2019, PFLD aims to generate attractive monthly income while minimizing interest rate risk by tracking the ICE 0-5 Year Duration Exchange-Listed Preferred & Hybrid Securities Index. The fund's strategy focuses on providing tax-efficient income and stability through low-duration preferred securities, particularly valuable in uncertain rate environments.
L'AAM Low Duration Preferred & Income Securities ETF (NYSE: PFLD) ha superato 500 milioni di dollari di attivi gestiti. Essendo l'unico ETF preferito a bassa durata del settore, PFLD si concentra su titoli preferiti che offrono rendimenti più elevati rispetto a obbligazioni con rating simile, offrendo opportunità di diversificazione del portafoglio.
Lanciato nel 2019, PFLD mira a generare un reddito mensile attraente, riducendo al contempo il rischio di tasso d'interesse, seguendo l'ICE 0-5 Year Duration Exchange-Listed Preferred & Hybrid Securities Index. La strategia del fondo si concentra sulla fornitura di un reddito fiscalmente efficiente e stabilità attraverso titoli preferiti a bassa durata, particolarmente preziosi in ambienti di tasso incerto.
El AAM Low Duration Preferred & Income Securities ETF (NYSE: PFLD) ha superado los 500 millones de dólares en activos bajo gestión. Siendo el único ETF preferido de baja duración en la industria, PFLD se enfoca en valores preferentes que ofrecen mayores rendimientos que los bonos de calificación similar, proporcionando oportunidades de diversificación de cartera.
Lanzado en 2019, PFLD tiene como objetivo generar ingresos mensuales atractivos mientras minimiza el riesgo de tasa de interés al seguir el ICE 0-5 Year Duration Exchange-Listed Preferred & Hybrid Securities Index. La estrategia del fondo se centra en proporcionar ingresos fiscalmente eficientes y estabilidad a través de valores preferentes de baja duración, especialmente valiosos en entornos de tasas inciertas.
AAM 저수익 선호 및 소득 증권 ETF (NYSE: PFLD)가 관리 자산 5억 달러를 초과했습니다. 업계 유일의 저수익 선호 ETF인 PFLD는 유사 등급의 채권보다 높은 수익률을 제공하는 선호 증권을 목표로 하여 포트폴리오 다각화 기회를 제공합니다.
2019년에 출시된 PFLD는 ICE 0-5년 만기 상장 선호 및 하이브리드 증권 지수를 추적하여 이자율 위험을 최소화하면서 매력적인 월 수익을 창출하는 것을 목표로 합니다. 이 펀드의 전략은 저수익 선호 증권을 통해 세제 효율적인 수익과 안정성을 제공하는 데 중점을 두며, 불확실한 금리 환경에서 특히 가치가 있습니다.
L'AAM Low Duration Preferred & Income Securities ETF (NYSE: PFLD) a dépassé 500 millions de dollars d'actifs sous gestion. En tant que seul ETF préféré à faible durée de l'industrie, PFLD cible des titres préférés offrant des rendements plus élevés que des obligations de notation similaire, offrant des opportunités de diversification de portefeuille.
Lancé en 2019, PFLD vise à générer un revenu mensuel attractif tout en minimisant le risque de taux d'intérêt en suivant l'ICE 0-5 Year Duration Exchange-Listed Preferred & Hybrid Securities Index. La stratégie du fonds se concentre sur la fourniture d'un revenu fiscalement efficace et de la stabilité grâce à des titres préférés à faible durée, particulièrement précieux dans des environnements de taux incertains.
Der AAM Low Duration Preferred & Income Securities ETF (NYSE: PFLD) hat 500 Millionen Dollar an verwalteten Vermögenswerten überschritten. Als das einzige Low-Duration-Preferred-ETF der Branche konzentriert sich PFLD auf bevorzugte Wertpapiere, die höhere Renditen als ähnlich bewertete Anleihen bieten und somit Diversifizierungsmöglichkeiten für das Portfolio schaffen.
Der 2019 gestartete PFLD zielt darauf ab, attraktive monatliche Einkünfte zu generieren und gleichzeitig das Zinsrisiko zu minimieren, indem er den ICE 0-5 Year Duration Exchange-Listed Preferred & Hybrid Securities Index verfolgt. Die Strategie des Fonds konzentriert sich darauf, steuerlich effiziente Einkünfte und Stabilität durch Low-Duration-Preferred-Wertpapiere bereitzustellen, die in unsicheren Zinsumgebungen besonders wertvoll sind.
- Achieved significant milestone of $500 million AUM
- Unique market position as the only low duration preferred ETF
- Offers higher yields compared to similarly rated bonds
- Provides tax-efficient monthly income
- None.
Insights
The AAM Low Duration Preferred & Income Securities ETF (PFLD) crossing the
The fund's unique position as the industry's only low-duration preferred ETF provides several strategic advantages. Preferred securities typically offer higher yields than similarly rated bonds, while the low-duration approach helps mitigate interest rate risk - a important feature in today's volatile rate environment. This combination creates an attractive value proposition for income-focused investors seeking to optimize their risk-adjusted returns.
From a portfolio construction perspective, PFLD's focus on monthly income generation, coupled with tax efficiency, addresses two key priorities for income investors. The fund's tracking of the ICE 0-5 Year Duration Exchange-Listed Preferred & Hybrid Securities Index provides exposure to a carefully curated segment of the preferred securities market, offering enhanced yield potential while maintaining lower interest rate sensitivity compared to traditional preferred stock ETFs.
The timing of this AUM milestone is particularly relevant given the current market environment where investors are navigating concerns about interest rates and inflation. The fund's approach to combining yield potential with duration management demonstrates how product innovation can address evolving investor needs in challenging market conditions.
PFLD, the industry's only low duration preferred exchange traded fund (ETF), targets preferred securities that have historically offered higher yields than similarly rated bonds thus providing a solution to diversify income streams. Low-duration preferred securities offer the potential for strong monthly income while helping to manage interest rate and other investment risks.
"This milestone is a testament to PFLD's unique positioning and its ability to help financial professionals achieve their financial goals," said Lance McGray, Managing Director and Head of ETF Product at AAM. "Amid concerns related to interest rates and inflation, low duration preferreds provide a combination of high tax-efficient income and minimal interest rate risk. This combination of yield, stability, and lower duration exposure can be a valuable tool for income-focused investors in an uncertain rate environment."
Launched in 2019, PFLD seeks to generate attractive monthly income, increase portfolio diversification, and reduce the impact of interest rate changes by tracking the total return performance of the ICE 0-5 Year Duration Exchange-Listed Preferred & Hybrid Securities Index (PHLD).
"We take great pride in PFLD, a first-of-its-kind ETF, achieving this milestone as it reflects investors' demand for an intelligent approach to investing in the preferred stock market. We remain committed to our shareholders and look forward to pioneering new opportunities in the ETF space," added McGray.
About Advisors Asset Management
For 45 years, AAM has been a trusted resource for financial advisors and broker/dealers. The firm offers access to alternatives, exchange-traded funds, fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. For more information, visit www.aamlive.com.
For the one-year ending December 31, 2024, AAM facilitated over
*Of the
The fund's investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory and summary prospectus contains this and other important information about the investment company, and it may be obtained by calling 800.617.0004 or visiting www.aamlive.com. Read it carefully before investing.
Investing involves risk; Principal loss is possible.
The value of a company's preferred stock will react more strongly than bonds and other debt to actual or perceived changes in the company's financial condition Preferred stock is subject to the risks that a company may defer or not pay dividends, and, in certain situations, may call or redeem its preferred stock or convert it to common stock. During periods of falling interest rates, an issuer of a callable security held by the Fund may "call" or repay the security before its stated maturity, and the Fund may have to reinvest the proceeds at lower interest rates. Investments in small and mid-cap companies may involve less liquidity and greater volatility than larger companies.
Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor and member FINRA/SIPC. Registration does not imply a certain level of skill or training. | 18925 Base Camp Road |
AAM ETFs are distributed by Quasar Distributors, LLC. AAM and Quasar are not affiliated.
For more information, visit www.aamlive.com | X (Twitter): @aamlive | LinkedIn: https://www.linkedin.com/company/advisors-asset-management-inc-/
CRN: 2025-0211-12317 R
CONTACT:
Matthew Bono
JConnelly
(973) 590-9110
mbono@jconnelly.com
View original content to download multimedia:https://www.prnewswire.com/news-releases/aam-low-duration-preferred--income-securities-etf-eclipses-500-million-aum-milestone-302379980.html
SOURCE Advisors Asset Management
FAQ
What milestone did AAM's PFLD ETF reach in February 2025?
When was the PFLD ETF launched and what index does it track?
What makes PFLD unique in the ETF market?
What are the key benefits of investing in PFLD?
