(UTHY) US Treasury 30 Year Bond - Ratings and Ratios

The adviser primarily invests at least 80% of the funds net assets in the component securities of the ICE BofA Current 30-Year U.S. Treasury Index, which tracks the performance of the most recently issued 30-year U.S. Treasury bond. This targeted approach ensures the fund closely aligns with the underlying index, providing exposure to long-duration U.S. government debt. The funds strategy focuses on capturing the price movements and yield characteristics of the 30-year Treasury bond, which is sensitive to changes in interest rates and inflation expectations.

The ICE BofA Current 30-Year U.S. Treasury Index is a single-security index, meaning it reflects the performance of one specific 30-year Treasury bond. This structure allows the fund to provide precise exposure to the long end of the U.S. Treasury yield curve. The funds investment objective is to replicate the performance of the underlying index before fees and expenses, making it a straightforward tool for investors seeking exposure to long-term U.S. Treasuries.

Based on the technical and fundamental data, the 3-month forecast for UTHY is as follows: The fund is expected to maintain its current range-bound behavior, with potential upside driven by continued demand for long-duration Treasuries as a hedge against market uncertainty. The SMA 200 (43.34) is currently above the SMA 20 (42.64) and SMA 50 (41.85), indicating potential bullish momentum. However, the low ATR (0.42) suggests limited volatility, and the fund may trade within a narrow range near its current price of 42.94. The funds AUM of $15.83M reflects a stable asset base, supporting consistent trading liquidity.