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CRUXColumbia Core Bond ETF

Get income17y track recordRanked #170 of 1,650 in this goal

Seeks current income with minimal fluctuation of principal.

By Columbia Threadneedle · Launched 2009

Annual Cost

0.32%

#1,471 of 5,854 · low cost

Fund Size

$2.2B

#714 of 5,854 · large

Dividend YieldGoal

4.17%

Track Record

17 years

#671 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$9,906-0.9%

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 = 30.3% of fundwell diversified

State Street Global Advisors
10.2%
UMBS, TBA
3.6%
UMBS, TBA
3.4%
UMBS, TBA
2.8%
UMBS, TBA
2.0%
Fannie Mae
2.0%
Freddie Mac
1.7%
UMBS, TBA
1.7%
Fannie Mae
1.6%
Fannie Mae
1.4%

Asset allocation

Bonds
94.0%
Cash
6.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-1.8%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

4.6 years

Avg maturity

9.9 years

Credit ratings

US Government
7.5%
AAA
57.5%
AA
5.8%
A
11.4%
BBB
10.8%
Other
14.4%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks current income with minimal fluctuation of principal.
Strategy
Actively manages a portfolio primarily invested in bonds and other debt securities, including U.S. Government and corporate debt, with a focus on high-quality ratings. May invest in high yield and foreign debt securities, utilizing derivatives for hedging and investment purposes.
Inception date
July 15, 2009
Fund family
Columbia Threadneedle

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Data updated on 2026-08-03