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LQIDKurv Enhanced Short Maturity ETF

Get incomeStay safeNewRanked #174 of 364 in this goal

Seeks to provide current income.

By Kurv Investment Management LLC · Launched 2026

Annual Cost

0.35%

#1,655 of 5,913 · low cost

Fund Size

$10M

#4,872 of 5,913 · small

Dividend YieldGoal

Track Record

3 months

#5,491 of 5,913 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,081+0.8%

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

What it actually holds

By weight

Concentration

Top 6 holdings = 51.9% of funddiversified through underlying funds

iShares AAA CLO Active ETFCLOA
15.0%
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%
iShares Short Maturity Muni Bd Act ETFMEAR
1.5%
Fidelity Inv MM Government IFIGXX
0.4%

Asset allocation

Cash
56.3%
Bonds
43.5%
Other
0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-0.1%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

4.7 years

Avg maturity

10.0 years

Credit ratings

US Government
48.9%
AAA
41.3%
AA
10.5%
A
17.2%
BBB
8.4%
BB
15.4%
B
5.3%
Below B
1.7%
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 Investment Management LLC

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Data updated on 2026-08-15