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Beacon

FLXRTCW Flexible Income ETF

Beacon PickDiversifier#5 of 228 for Diversifier

Seeks a high level of current income with a secondary objective of long-term capital appreciation.

TCW · Since 2018 (7 years)

Annual Cost

0.40%

#1874 out of 5,332 ETFs

Fund Size

$2.9B

#536 out of 5,332 ETFs

Dividend Yield

5.64%

Track Record

7 years

#1884 out of 5,332 ETFs

Performance

1 Year

+6.2%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Region
Strategy
active selection

Asset allocation

Bonds
98.0%
Cash
1.0%
Preferred
0.4%
Other
0.4%
Convertible
0.1%
Stocks
0.0%

Sector breakdown

Healthcare
64.9%
Real Estate
35.1%

Top holdings

TCW Private Asset Income ITPYTX1.8%

Risk profile

Volatility (1Y)

2.2%

Moderate

Max drawdown

-1.9%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Bond profile

Duration

5.4 years

Avg maturity

9.8 years

Credit ratings

US Government
9.1%
AA
32.7%
A
9.6%
BBB
29.4%
BB
22.0%
B
13.8%
Below B
2.3%
Other
0.4%

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Data updated on 2026-05-05