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CPLSAB Core Plus Bond ETF

Grow my moneyGet income2y track recordRanked #666 of 1,650 in this goal

Maximizes total return through current income and long-term capital appreciation.

By AllianceBernstein · Launched 2023

Annual Cost

0.30%

#1,396 of 5,861 · low cost

Fund Size

$216M

#2,302 of 5,861 · mid-size

Return (1Y)Goal

+2.3%

Track Record

2 years

#3,252 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,220+2.2%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 32.2% of fundwell diversified

Alliance Bernstein
5.9%
United States Treasury
5.3%
United States Treasury
3.4%
United States Treasury
3.3%
United States Treasury
2.9%
United States Treasury
2.8%
United States Treasury
2.6%
United States Treasury
2.5%
United States Treasury
2.1%
United States Treasury
1.5%

Asset allocation

Bonds
95.5%
Cash
4.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.8%Low

Year-on-year price swings

Max drawdown
-4.5%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

4.5 years

Avg maturity

9.8 years

Credit ratings

US Government
47.5%
AAA
23.2%
AA
42.7%
A
16.9%
BBB
11.9%
BB
4.3%
B
2.1%
Below B
0.1%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Maximizes total return through current income and long-term capital appreciation.
Strategy
Actively manages a portfolio primarily invested in fixed-income securities, including corporate bonds and U.S. Government-sponsored entities. Employs a dynamic multifactor approach considering value, momentum, size, quality, carry, and volatility to generate alpha.
Inception date
December 12, 2023
Fund family
AllianceBernstein

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Data updated on 2026-08-04