CAFXCongress Intermediate Bond ETF
Seeks to maximize total return.
By Congress · Launched 2024
Annual Cost
0.35%
#1,699 of 6,040 · low cost
Fund Size
$319M
#2,030 of 6,040 · large
Return (1Y)
+0.0%
Track Record
2 years
#3,713 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,014+0.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 43.3% of fundmoderately concentrated
Fannie Mae
9.1%
First American Treasury Obliga
5.3%
US TREASURY N/B
4.2%
US TREASURY N/B
4.2%
US TREASURY N/B
4.0%
US TREASURY N/B
3.6%
US TREASURY N/B
3.6%
MORGAN STANLEY
3.1%
US TREASURY N/B
3.1%
EATON CORP
3.0%
Asset allocation
Bonds
96.7%
Cash
2.2%
Other
1.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
2.6%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
9.9 years
Credit ratings
US Government
39.0%
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to maximize total return.
- Strategy
- Actively manages a portfolio primarily invested in U.S.-dollar denominated investment-grade debt securities, aiming to maximize total return. Typically maintains a dollar-weighted average portfolio maturity of zero to ten years and an average portfolio duration of three to five years.
- Inception date
- September 9, 2024
- Fund family
- Congress
Similar funds
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Data updated on 2026-09-18