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ILSBrookmont Catastrophic Bond ETF

Get income1y track recordRanked #1,367 of 1,650 in this goal

Seeks to generate current income.

By Brookmont Capital Management, LLC · Launched 2025

Annual Cost

1.58%

#5,766 of 5,854 · expensive

Fund Size

$77M

#3,232 of 5,854 · mid-size

Dividend YieldGoal

8.22%

Track Record

1 year

#4,201 of 5,854 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,782+7.8%

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

Focus

Cat Bonds

What it actually holds

By weight

Concentration

Top 10 holdings = 27.4% of fundwell diversified

United States of America
6.2%
2001 CAT Re, Ltd
3.2%
Integrity Re III Ltd.
2.9%
FloodSmart Re Ltd
2.3%
Maschpark Re Ltd.
2.3%
EVERGLADES RE II LTD.
2.3%
INTEGRITY RE III LTD
2.2%
Sanders Re III Ltd.
2.2%
Herbie Re Ltd.
2.0%
Armor Re II Ltd.
1.9%

Asset allocation

Bonds
95.7%
Cash
4.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.5%Low

Year-on-year price swings

Max drawdown
-1.6%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

10.8 years

Avg maturity

10.1 years

Credit ratings

US Government
2.0%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to generate current income.
Strategy
Actively manages a portfolio primarily invested in catastrophe bonds, which are structured securities transferring risks from insurers to capital market investors. The Fund invests at least 80% of net assets in catastrophe bonds and other insurance-linked securities, focusing on non-U.S. issuers and below investment grade debt.
Inception date
March 31, 2025
Fund family
Brookmont Capital Management, LLC

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Data updated on 2026-08-03