CRXPColumbia Core Plus Bond ETF Shares

Get incomeNewRanked #1,028 of 1,622 in this goal

Seeks total return through current income and capital appreciation.

By Columbia Threadneedle · Launched 2025

Annual Cost

0.00%

#49 of 5,562 · low cost

Fund Size

$11M

#4,719 of 5,562 · small

Dividend YieldGoal

—

Track Record

6 months

#5,089 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,138+1.4%

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

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 94.8% of fundconcentrated

State Street Global Advisors

33.1%

UMBS, TBA

17.6%

UMBS, TBA

11.7%

UMBS, TBA

10.0%

GITSIT Mortgage Loan Trust

4.5%

Saluda Grade Alternative Mortgage Trust

4.0%

HTAP Trust

3.8%

UMBS, TBA

3.6%

Ellington Financial Mortgage Trust

3.5%

Angel Oak Mortgage Trust

3.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-2.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks total return through current income and capital appreciation.
Strategy: Actively managed ETF investing primarily in bonds and debt securities, including U.S. and non-U.S. government and corporate bonds. May include high-yield investments and foreign securities, with a focus on managing interest rate and credit exposure through derivatives.
Inception date: December 11, 2025
Fund family: Columbia Threadneedle