BNDYHorizon Core Bond ETF
Seeks total return.
By Horizon Investments · Launched 2025
Annual Cost
0.66%
#3,518 of 5,861 · average
Fund Size
$249M
#2,177 of 5,861 · mid-size
Dividend YieldGoal
—
Track Record
1 year
#4,441 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,499+5.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 4 holdings = 100.2% of fundconcentrated
State Street SPDR Portfolio Ag
98.0%
First American Government Obli
2.4%
N/A
0.0%
N/A
-0.3%
Asset allocation
Bonds
96.4%
Cash
3.9%
Other
0.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
5.0%Low
Year-on-year price swings
Max drawdown
-3.9%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
3.9 years
Avg maturity
9.5 years
Credit ratings
US Government
47.7%
AAA
3.4%
AA
73.5%
A
11.6%
BBB
11.5%
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks total return.
- Strategy
- Actively manages a portfolio primarily invested in investment grade, U.S. dollar-denominated, fixed-rate taxable bonds and fixed income instruments. Utilizes a Core Bond Strategy and an Options Strategy to achieve its investment objective, including options for risk management and income generation.
- Inception date
- July 2, 2025
- Fund family
- Horizon Investments
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Data updated on 2026-08-04