CCRPColumbia Corporate Bond ETF Shares
Seeks total return, consisting of current income and capital appreciation.
Launched 2025
Annual Cost
—
#5,861 of 5,861 · expensive
Fund Size
—
#5,861 of 5,861 · small
Dividend YieldGoal
—
Track Record
8 months
#4,985 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$9,897-1.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 28.0% of fund✓ well diversified
State Street Global Advisors
8.6%
VERIZON COMMUNICATIONS
2.7%
BROADCOM INC
2.6%
JPMORGAN CHASE & CO
2.4%
BAE SYSTEMS PLC
2.4%
BANK OF AMERICA CORP
2.2%
HSBC HOLDINGS PLC
2.0%
BACARDI LTD / MARTINI BV
1.7%
T-MOBILE USA INC
1.7%
MORGAN STANLEY
1.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
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
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks total return, consisting of current income and capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in corporate debt instruments, targeting U.S. and non-U.S. issuers. Focuses on investment grade and high-yield securities, with an emphasis on the financials sector.
- Inception date
- December 11, 2025
Similar funds
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Data updated on 2026-08-04