CAFXCongress Intermediate Bond ETF
Seeks to maximize total return.
By Congress · Launched 2024
Annual Cost
0.35%
#1,706 of 5,562 · low cost
Fund Size
$326M
#1,893 of 5,562 · mid-size
Dividend YieldGoal
4.00%
Track Record
1 year
#3,793 of 5,562 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,360+3.6%
Total-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 36.9% of fund✓ well diversified
US TREASURY N/B
4.5%
US TREASURY N/B
4.3%
US TREASURY N/B
4.1%
US TREASURY N/B
3.9%
US TREASURY N/B
3.7%
US TREASURY N/B
3.7%
US TREASURY N/B
3.5%
US TREASURY N/B
3.5%
US TREASURY N/B
2.8%
US TREASURY N/B
2.8%
Asset allocation
Bonds
97.9%
Other
1.1%
Cash
1.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
2.9%Low
Year-on-year price swings
Max drawdown
-2.6%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
4.7 years
Avg maturity
10.0 years
Credit ratings
US Government
37.4%
Where to buy
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to maximize total return.
- Strategy
- Actively managed ETF investing primarily in U.S.-dollar denominated, investment-grade debt securities. Maintains a dollar-weighted average maturity of zero to ten years and an average portfolio duration of three to five years, with up to 20% in high yield securities.
- Inception date
- September 9, 2024
- Fund family
- Congress
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Data updated on 2026-06-19