(BBCB) JPMorgan BetaBuilders USD - Ratings and Ratios

The JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (NYSE ARCA: BBCB) is designed to track the performance of U.S. dollar-denominated investment grade corporate debt. The fund invests at least 80% of its assets in securities included in its underlying index, which is market capitalization-weighted. This index measures the performance of publicly issued investment grade corporate debt in the U.S. domestic market and is a component of the Bloomberg U.S. Credit and Bloomberg U.S. Aggregate indices. The fund provides exposure to a broad range of U.S. corporate bonds, focusing on investment grade securities, which are rated BBB- or higher by major credit rating agencies. These bonds are issued by U.S. corporations and include both senior and subordinated debt. The ETF is structured to closely track the performance of its underlying index, with a net expense ratio and trading characteristics that align with its investment objective.

Ticker Symbol: BBCB Exchange: NYSE ARCA Type: ETF Country Origin: USA ETF Category: Corporate Bond

The funds underlying index includes a diverse range of corporate bonds, providing exposure to various sectors within the U.S. corporate debt market. The market capitalization weighting ensures that larger issuers have a greater influence on the indexs performance. The ETF is designed for investors seeking income and capital preservation through exposure to high-quality corporate debt. It is suitable for both institutional and retail investors looking to diversify their fixed income portfolios. The funds holdings are subject to periodic rebalancing to maintain alignment with the underlying index.

Average Volume 20d: 6588 Last Price: 45.29 SMA 20: 45.13 SMA 50: 44.70 SMA 200: 44.58 ATR: 0.18

The funds technical profile indicates moderate trading activity, with an average 20-day volume of 6,588 shares. Its price action has been relatively stable, with a narrow range between its short-term and long-term moving averages. The fund is currently trading slightly above its 20-day and 50-day moving averages but below its 200-day moving average, suggesting a neutral to bearish trend in the near term. The average true range (ATR) of 0.18 indicates low volatility, which is typical for investment grade corporate bond ETFs.

AUM: 42.97M USD

The fund has assets under management (AUM) of approximately $42.97 million, which is relatively small compared to other corporate bond ETFs. This smaller size may result in lower liquidity and higher trading costs for investors. However, the funds focused exposure to U.S. investment grade corporate debt provides a targeted approach for investors seeking specific fixed income returns. The funds AUM has remained stable over recent periods, reflecting steady investor demand for high-quality corporate debt exposure.

3-Month Forecast Based on the funds technical and fundamental profile: - The fund is expected to experience headwinds in the near term, as its price action is below the 200-day SMA, indicating bearish momentum. - The low ATR suggests continued stability, but the bearish trend may persist if broader market conditions remain unfavorable. - The small AUM poses a risk of higher volatility if market conditions deteriorate further. - Investors should monitor the funds performance closely, as the current technical setup suggests underperformance relative to its peers in the next quarter.