The Hindu Business Line  Nov 13  Comment 
Rajshree Empires has signed a joint venture agreement with five South Korean cosmetic companies through their arm PLK International. Under this agreement, PLK has acquired 30 per cen...
ActiveETFs | InFocus  Feb 6  Comment 
PLK tries to achieve its objective of “total return” by investing at least 80% of its assets in US government, corporate and agency debt instruments. PLK seeks to provide alpha over the Barclay’s Capital 1–3 Year U.S. Treasury Index. Their...


PowerShares Active Low Duration Fund is a Bond ETF that seeks to provide total return by investing in a portfolio of the United States Government, corporate and agency debt securities selected by Invesco World-Wide Fixed Income. The Fund seeks to outperform its benchmark, Lehman Brothers 1-3 Year U.S. Treasury Index, by applying an actively managed, top-down portfolio construction and bottom-up security selection total return strategy.[1]

Fund Information

Fund Characterstics

As of 9/30/2009

Average Duration 1.88
Average Credit Quality† Aa2/AA-
Average Maturity 9/21/2011
Average Coupon 2.84

Top Holdings

Unlike conventional ETFs, the Fund is not an index fund. The Fund is actively managed and does not seek to replicate the performance of a specified index.[2]

The following table lists the components of the Active Low Duration Fund(PLK):

Holdings Coupon Rate Maturity Date Rating Weight
US 2YR NOTE (CBT) DEC090.00%12/31/2009 20.02%
UNITED STATES TREAS NTS 4.3750% 12/15/20104.38%12/15/2010AAA/Aaa16.59%
UNITED STATES TREAS NTS 4.1250% 8/15/20104.13%8/15/2010 12.68%
US TREASURY NOTE 1.875% 06/15/20121.88%6/15/2012AAA/Aaa8.20%
U.S. TREASURY N/B 2.75% 07/31/20102.75%7/31/2010AAA/Aaa7.40%
US TRESURY NOTE 1.375% 05/15/20121.38%5/15/2012AAA/Aaa4.45%
U.S. TREASURY NOTE .875% 02/28/20110.88%2/28/2011AAA/Aaa4.17%
UNITED STATES TREASURY NOTES 1.375% 03/15/20121.38%3/15/2012AAA/Aaa3.94%
US T-NOTE 0.875% 03/31/20110.88%3/31/2011AAA/Aaa2.31%


Holdings as of 10/9/2009


  1. NYSE.com
  2. Invesco Powershares
  3. Invesco Powershares
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