CFITCambria Fixed Income Trend ETF
Seeks income and capital appreciation.
By Cambria · Launched 2025
Annual Cost
0.64%
#3,463 of 6,040 · average
Fund Size
$42M
#3,930 of 6,040 · mid-size
Return (1Y)
+4.2%
Track Record
1 year
#4,211 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,422+4.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 5 holdings = 100.0% of funddiversified 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
46.9%
Preferred
18.5%
Cash
17.8%
Convertible
15.9%
Stocks
1.1%
Other
0.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
6.1%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
5.1 years
Avg maturity
10.0 years
Credit ratings
US Government
37.0%
AAA
0.1%
AA
4.3%
A
9.8%
BBB
14.3%
BB
37.8%
B
22.9%
Below B
5.2%
Other
5.5%
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
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18