BNDYHorizon Core Bond ETF
Seeks total return.
By Horizon Investments · Launched 2025
Annual Cost
0.66%
#3,374 of 5,562 · average
Fund Size
$201M
#2,306 of 5,562 · mid-size
Dividend YieldGoal
—
Track Record
11 months
#4,540 of 5,562 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,734+7.3%
Total-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 6 holdings = 99.7% of fundconcentrated
State Street SPDR Portfolio Ag
97.7%
First American Government Obli
2.0%
N/A
0.0%
N/A
0.0%
N/A
-0.0%
N/A
-0.1%
Asset allocation
Bonds
95.6%
Cash
4.0%
Other
0.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
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
47.5%
AAA
3.3%
AA
73.8%
A
11.5%
BBB
11.5%
Other
0.0%
Where to buy
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks total return.
- Strategy
- Invests primarily in investment grade, U.S. dollar-denominated, fixed-rate taxable bonds and similar fixed income instruments. Employs a Core Bond Strategy and Options Strategy, utilizing active management and quantitative models to select and weight investments.
- Inception date
- July 2, 2025
- Fund family
- Horizon Investments
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Data updated on 2026-06-20