Invest in

Floating-Rate Bonds


Keeping Up With Rising Rates

With the fed funds rate still at historic lows (0% - 0.25%) and the US economy showing signs of a recovery, talk that the Federal Reserve may taper its bond purchases has many investors planning their next move.[1] With the yield on the 10-year US Treasury note in reaching its highest level in 14 months in August 2013, long-term fixed-rate bonds might depreciate in value should interest rates continue higher. However, floating-rate securities are designed to maintain more of their value in that scenario, given that coupon payments are reset frequently to reflect more closely the changing interest-rate environment. Additionally, the ETFs in this motif hold shorter-maturity floating-rate bonds, in an effort to further distance interest rate risk for investors. This portfolio provides exposure to ETFs that hold investment-grade floating-rate notes and secured institutional banks loans offering high yields. See More
Invest in Thematic Portfolios
Create your own customizable basket of up to 30 stocks or ETFs for as low as $9.95.
Join over 100,000 Motif customers customizing, building, and sharing motifs.
Portfolio Index 1 YR Return
Open a Motif account to view and trade this thematic portfolio
Weight Segment & Stocks Symbol 1 YR Return
20.2% Preferred 2.7%
20.0% Corporate 1.0%
20.0% High Yield 0.8%
19.9% Broad 1.3%
19.9% 8xxxxxx 8xxxxxxx 8xxx 8xxx 8xx 8xxx 88.8%
19.9% Government 0.6%
19.9% 8xxxxxx 8xxxxxxx 8xxxxxxx 8xxx 8xxx 8xx 8xxx 88.8%
Quotes delayed 15 mins. Currently Dec 5, 2019 2:22:59 PM. Fields are marked with -- when data is unavailable.