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LQIDKurv Enhanced Short Maturity ETF

Get incomeStay safeNewRanked #187 of 410 in this goal

Seeks to provide current income.

By Kurv · Launched 2026

Annual Cost

0.35%

#1,733 of 6,172 · low cost

Fund Size

$14M

#4,858 of 6,172 · small

Return (1Y)

N/A

Track Record

4 months

#5,486 of 6,172 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,064+0.6%

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

Holdings

By weight

Concentration

Top 5 holdings = 53.2% of funddiversified through underlying funds

iShares AAA CLO Active ETFCLOA
15.1%
iShares Ultra Short Duration Bd Actv ETFICSH
15.0%
Vanguard Ultra-Short Bond ETFVUSB
10.0%
iShares® iBonds® 2027 Term HY & Inc ETFIBHG
9.9%
Fidelity Inv MM Government IFIGXX
3.2%

Asset allocation

Bonds
76.2%
Cash
23.5%
Other
0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-0.3%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

9.9 years

Credit ratings

US Government
30.5%
AAA
42.5%
AA
9.7%
A
16.5%
BBB
9.3%
BB
15.8%
B
4.8%
Below B
1.4%
Other
0.1%

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to provide current income.
Strategy
Actively manages a diversified portfolio of U.S. dollar-denominated investment grade Fixed Income Instruments, including bonds and debt securities, to generate current income. Employs an option income strategy by writing short-term options on these instruments to enhance income.
Inception date
May 12, 2026
Fund family
Kurv

Next steps

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Data updated on 2026-09-30