Income is an essential component of many client portfolios. And when that income is intended to meet cash flow needs, the tools and planning can get complicated.

    The BulletShares methodology was developed in 2009 to combine the control and transparency of individual bonds with the simplicity and diversification of bond funds.

    These tools empower investors with the flexibility to choose maturities, ladder investments, and determine their appropriate risk exposure all while maintaining liquidity and transparency.

    What are BulletShares Indexes?

    The Bulletshares Indexes track performance of an investment in a diversified, held-to-maturity portfolio of fixed income securities with a common year of maturity.

    Accretive Asset Management developed the BulletShares® methodology in 2009 with the objective of combining the benefits of individual bonds and bond funds. Each BulletShares index represents a specific year of maturity and terminates after the bonds in its portfolio mature. Investors can use products based on BulletShares Indexes like they use individual bonds, whether building traditional bond ladders or constructing more sophisticated portfolios designed to meet future cash flow needs. These indexes are the foundation for bond funds that act like bonds.

    Nasdaq BulletShares® Overview

    Bond-like Performance

    BulletShares-based products have a maturity date and allow investors to lock in an anticipated yield to maturity. Learn more about BulletShares bond-like performance.

    Customization

    BulletShares-based products are powerful tools advisors can use to create customized fixed income portfolios with cash flows that match the lifestyle needs of investors. Learn more about BulletShares customization.

    Precision

    BulletShares-based products provide targeted exposure to portfolios of bonds that mature in a particular calendar year allowing Advisors to select the maturity profile that makes sense for their clients. Learn more about BulletShares precision.

    Diversification

    BulletShares-based products are well-diversified portfolios of individual bonds allowing Advisors and their clients to reduce the impact of concentration risk in their portfolios.

    Efficiency

    BulletShares-based products benefit from reduced portfolio turnover, thereby reducing the potential impact of trading costs and capital gains in the portfolio. Learn more about BulletShares efficiency.

    Nasdaq BulletShares®-Based Products

    Nasdaq BulletShares Ladder Indexes provide access to BulletShares exchange-traded funds (ETFs). The indexes can serve as benchmarks to the standard laddered strategy utilized by investment professionals and retail investors.

    The Indexes are equal weighted and use Guggenheim BulletShares ETFs to track defined maturity targets of 0-3 years and 0-5 years of the investment grade and high yield corporate bond markets. Each BulletShares Ladder Index rebalances annually in December to reinvest the proceeds of maturing BulletShares ETFs in the next eligible BulletShares ETF, so that the index has an equal weighting across constituents. Nasdaq BulletShares Ladder Indexes are traditional bond ladders implemented through target maturity bond ETFs.

    Nasdaq BulletShares USD Corporate Bond Indexes measure the performance of maturity-targeted segments of the U.S. investment - grade corporate bond market.

    The methodology allocates bonds from the universe of eligible securities into indexes based on maturity, or in some cases anticipated effective maturity date.

    Nasdaq BulletShares USD High Yield Corporate Bond Indexes measure the performance of maturity-targeted segments of the U.S. high yield corporate bond market.

    The methodology allocates bonds from the universe of eligible securities into indexes based on maturity, or in some cases anticipated effective maturity date.

    Resource Center

    Nasdaq BulletShares® Indexes

    BulletShares Precision

    BulletShares Customization

    BulletShares Efficiency

    BulletShares Bond Performance

    Related Links

    Index Research

    US Fixed Income Indexes

    Nordic Fixed Income Indexes