WSTCM Credit Select Risk Managed Inv (WAMBX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:01PM EDT
Overall portfolio composition (%)
Cash23.03%
Stocks0.07%
Bonds76.59%
Others0.10%
Preferred0.09%
Convertible0.12%
Sector weightings (%)
Sector(s)WAMBX
Basic materials2.14%
Consumer cyclical7.08%
Financial services5.55%
Property0.00%
Consumer defensive28.48%
Healthcare2.40%
Utilities6.03%
Communication services4.72%
Energy17.43%
Industrials9.80%
Technology16.37%
Equity holdings
AverageWAMBXCategory average
Price/Earnings028.12
Price/book04.15
Price/sales03.28
Price/Cash flow019.25
Median market cap059,916.28
3-year earnings growth00
Bond holdings
AverageWAMBXCategory average
Maturity9.483.7
Duration6.681.9
Credit qualityN/AN/A
Bond ratings
Sector(s)WAMBX
US government18.28%
AAA0.14%
AA0.01%
A0.07%
BBB3.42%
BB45.38%
B40.74%
Below B9.04%
Others1.20%
Top 10 holdings (95.00% of total assets)
Get quotes for top holdings| Name | Symbol | % assets |
|---|---|---|
| Xtrackers USD High Yield Corp Bd ETF | HYLB | 21.31% |
| SPDR® Blmbg 1-3 Mth T-Bill ETF | BIL | 18.24% |
| SPDR® Portfolio High Yield Bond ETF | SPHY | 12.62% |
| Invesco Senior Loan ETF | BKLN | 12.50% |
| iShares 0-5 Year High Yield Corp Bd ETF | SHYG | 11.86% |
| SPDR® Blmbg ST HY Bd ETF | SJNK | 11.80% |
| MainStay MacKay Short Dur Hi Inc I | MDHIX | 2.02% |
| Osterweis Strategic Income | OSTIX | 1.97% |
| Fidelity Advisor Floating Rate Hi Inc I | FFRIX | 1.65% |
| AB High Income Advisor | AGDYX | 1.02% |
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