Friday, Nov 09

8 Ways to Invest as Rates Rise

Joe Mallen, Chief Investment Officer at Helios Quantitative Research, selects the actively managed ETF JPST for an ultra-short-term bond.
JPMorgan Ultra-Short Income ETF (JPST)

Joe Mallen, Chief Investment Officer at Helios Quantitative Research, selects the actively managed ETF JPST for an ultra-short-term bond. It invests in a variety of debt with less than one year in maturity, including fixed, variable and floating rate debt from corporations and the U.S. government. He likes the “management team and the pedigree of the organization” and says fees are low. Year-to-date its total return is 1.9 percent. It has an expense ratio of 18 basis points and has $3.4 billion in AUM.  Click for Full Article

Team Helios

Team Helios

Helios partners with Financial Advisors to help them grow their business, save time, and add scale to their services through enhanced asset management capabilities. Helios was founded in 2016 in Granite Bay, California.

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