CCRPColumbia Corporate Bond ETF Shares

Get incomeRanked #1,549 of 1,628 in this goal

Seeks total return through current income and capital appreciation.

Annual Cost

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#5,573 of 5,573 · expensive

Fund Size

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#5,573 of 5,573 · small

Dividend YieldGoal

—

Track Record

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#5,573 of 5,573 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,081+0.8%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 26.4% of fund✓ well diversified

CITIGROUP INC

3.5%

MORGAN STANLEY PVT BANK

3.4%

GOLDMAN SACHS GROUP INC

2.9%

VERIZON COMMUNICATIONS

2.7%

BROADCOM INC

2.6%

JPMORGAN CHASE & CO

2.5%

BAE SYSTEMS PLC

2.4%

State Street Global Advisors

2.3%

BANK OF AMERICA CORP

2.2%

HSBC HOLDINGS PLC

2.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-2.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks total return through current income and capital appreciation.
Strategy: Actively managed ETF investing primarily in corporate debt instruments, focusing on investment-grade securities. May include high-yield investments and targets a duration of 3 to 10 years, emphasizing U.S. corporate issuers.