BLSTBluemonte Short Term Bond ETF
Seeks total return and income.
By Bluemonte Funds · Launched 2025
Annual Cost
0.23%
#1,033 of 5,854 · low cost
Fund Size
$167M
#2,503 of 5,854 · mid-size
Dividend YieldGoal
3.70%
Track Record
1 year
#4,385 of 5,854 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,282+2.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 3 holdings = 99.6% of fund✓ diversified through underlying funds
Vanguard Short-Term Bond Index Fund
54.6%
iShares Core US Aggregate Bond ETF
25.0%
Vanguard Short-Term Corporate Bond Idx Fd
19.9%
Asset allocation
Bonds
97.8%
Cash
2.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
2.2%Low
Year-on-year price swings
Max drawdown
-1.7%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Duration
3.8 years
Avg maturity
9.7 years
Credit ratings
US Government
52.6%
AAA
40.9%
AA
22.2%
A
18.7%
BBB
18.3%
Other
0.0%
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks total return and income.
- Strategy
- Actively manages a portfolio primarily invested in U.S. dollar-denominated investment grade debt securities, including corporate bonds and mortgage-backed securities. The Sub-Adviser selects Underlying Funds that provide exposure to bonds, aiming for a total return and income.
- Inception date
- June 20, 2025
- Fund family
- Bluemonte Funds
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Data updated on 2026-08-03