CFITCambria Fixed Income Trend ETF
Seeks income and capital appreciation.
By Cambria · Launched 2025
Annual Cost
0.50%
#2,661 of 5,853 · average
Fund Size
$38M
#3,900 of 5,853 · mid-size
Dividend YieldGoal
3.86%
Track Record
1 year
#4,195 of 5,853 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,790+7.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 5 holdings = 100.0% of fund✓ diversified through underlying funds
Vanguard 0-3 Month Treasury Bi
37.7%
iShares Convertible Bond ETF
23.0%
iShares Preferred and Income S
19.4%
State Street SPDR Portfolio Hi
19.0%
First American Treasury Obliga
0.9%
Asset allocation
Bonds
43.8%
Cash
21.0%
Preferred
18.2%
Convertible
15.8%
Stocks
1.2%
Other
0.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
6.0%Low
Year-on-year price swings
Max drawdown
-4.2%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
5.0 years
Avg maturity
10.1 years
Credit ratings
US Government
37.1%
AAA
0.0%
AA
4.1%
A
9.7%
BBB
14.8%
BB
37.6%
B
21.1%
Below B
6.9%
Other
5.9%
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks income and capital appreciation.
- Strategy
- Actively manages a portfolio of fixed income securities, including U.S. government securities and emerging market government bonds, using a model-based approach to identify price trends. Adjusts holdings quarterly based on trend strength across fixed income categories.
- Inception date
- March 27, 2025
- Fund family
- Cambria
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Data updated on 2026-08-02