Rethinking Cash Exposure with HOLD
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In March 2020, we witnessed the start of a global pandemic, an economic shutdown and a market freefall. During that month and continuing through April, investors retreated to cash, investing nearly $1.1 trillion in money market mutual funds. This is despite the fact that money markets have close to a 0% interest rate and are expected to remain so through 2022.
Rethinking Cash Exposure
The AdvisorShares Sage Core Reserves ETF (HOLD) is an ultra-short term bond ETF that could help supplement cash positions and increase yield.
*HOLD's ETF yield is the subsidized 30-day SEC yield as of 5/31/20. HOLD's unsubsidized 30-day SEC yield is 2.16% as of 5/31/20. HOLD is not a money market fund or federally insured through FDIC and is subject to investment risk including possible loss of principal. 
 
Source: FDIC, Federal Reserve. Savings Account, 1 Month CD, and Money Market Funds are the national average a of 5/1/20 for non-jumbo accounts (<$100,000).
 
Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than original cost. For the most recent standardized and month-end performance, please click here.
HOLD is designed to maximize income while preserving capital.
Ultra-Short Duration – HOLD's duration was 0.79 years as of 5/31/20 and normally will not exceed 1 year.
 
Diversification & Flexibility – HOLD invests in a broad range of investment grade debt securities, including mortgage or asset-backed rated Baa or higher.
Actively Managed – HOLD's portfolio is ;actively managed and securities are selected with a focus on overall portfolio duration, yield curve positioning and sector allocation.
Risk Managed – HOLD emphasizes minimizing volatility and mitigating risk in all market environments, while maintaining a high level of liquidity.
Experienced Fixed Income Leadership – HOLD's portfolio manager, Sage Advisory Services, is an experienced fixed income manager with a long history of delivering fixed income solutions to the institutional marketplace. HOLD’s investment committee offers more than 150 years of combined investment experience.
 
 

 
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An ADVISORSHARES Investment Consultant can be reached at 1.877.843.3831 to discuss our actively managed ETF offerings. We are able to assist with special order handling to ensure that you receive the best trading execution.
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Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained by visiting the Fund’s website at www.AdvisorShares.com. Please read the prospectus carefully before you invest.  Foreside Fund Services, LLC distributor.
 
There is no guarantee that the Fund will achieve its investment objective. Diversification and sector asset allocation do not guarantee a profit, nor do they eliminate the risk of loss of principal. An investment in the Fund is subject to risk, including the possible loss of principal amount invested. The Fund’s investment in fixed income securities will change in value in response to interest rate changes and other factors, such as the perception of the issuer’s creditworthiness. Fixed income securities with longer maturities are subject to greater price shifts as a result of interest rate changes than fixed income securities with shorter maturities. The Fund’s investments in high-yield securities or “junk bonds” are subject to a greater risk of loss of income and principal than higher grade debt securities. In addition the Fund is subject to leveraging risk which tends to exaggerate the effect of any increase or decrease in the value of the portfolio securities. The Fund is also subject to liquidity risk, issuer risk, foreign currency and investment risk, prepayment risk and trading risk. See prospectus for details regarding specific risks.

 
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