Robert Jankiewicz, CFA, Director of Index Product Development at Nasdaq
Rhea Zhou, Senior Analyst of Index Product Development at Nasdaq
We recently talked about a new strategy that aims to avoid the tax drag associated with receiving distributions in taxable brokerage accounts. In partnership with Compoundr & F/m Investments, Nasdaq launched the Nasdaq Compoundr U.S. Aggregate BondTM Index (NCPAGTM) and the Nasdaq Compoundr High-Yield Corporate BondTM Index (NCPHYTM), which are tracked by CPAG and CPHY, respectively. In today’s report, we review the strategy and walk through how the rotation works, step-by-step.
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