BLUIBluemonte Diversified Income ETF
Get income#1148 of 1640 for Get income
Seeks total return and income.
Bluemonte Funds · Since 2025 (11 months)
Annual Cost
0.75%
#3579 out of 5,332 ETFs
Fund Size
$97M
#2756 out of 5,332 ETFs
Dividend Yield
—
Track Record
11 months
#4563 out of 5,332 ETFs
Performance
1 Year
N/A
3 Years
N/A
5 Years
N/A
What's inside
Asset class
Strategy
active selection
Asset allocation
Bonds
81.3%
Stocks
19.7%
Preferred
2.6%
Convertible
0.6%
Other
0.1%
Sector breakdown
Real Estate
49.6%
Energy
48.3%
Utilities
1.6%
Technology
0.3%
Consumer Cyclical
0.3%
Top holdings
State Street® SPDR® Blmbg Hi Yld Bd ETFJNK20.0%
PIMCO Active Bond ETFBOND20.0%
MFS Active Core Plus Bond ETFMFSB19.9%
Cohen & Steers Real Estate Active ETFCSRE10.1%
First Trust Senior Loan ETFFTSL9.9%
Cohen & Steers Pref & Inc Oppos Act ETFCSPF9.8%
Global X MLP ETFMLPA9.8%
Risk profile
Volatility (1Y)
N/A
Max drawdown
-2.4%
Worst peak-to-trough loss
Sharpe (3Y)
N/A
Sortino (3Y)
N/A
Bond profile
Duration
5.9 years
Avg maturity
10.0 years
Credit ratings
US Government
14.8%
AAA
13.7%
AA
28.3%
A
7.0%
BBB
10.7%
BB
18.4%
B
17.3%
Below B
3.9%
Other
0.7%
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Data updated on 2026-05-05