MYCJState Street My2030 Corporate Bond ETF
Seeks to maximize current income while seeking preservation of capital.
By State Street Investment Management · Launched 2024
Annual Cost
0.15%
#645 of 6,040 · low cost
Fund Size
$49M
#3,773 of 6,040 · mid-size
Return (1Y)
+0.5%
Track Record
1 year
#3,750 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,068+0.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 27.0% of funddiversified
State Street Global Advisors
8.9%
BOEING CO
2.7%
T-MOBILE USA INC
2.6%
ENERGY TRANSFER LP
2.2%
CVS HEALTH CORP
2.0%
DIAMONDBACK ENERGY INC
1.8%
AT&T INC
1.8%
KENVUE INC
1.7%
CARRIER GLOBAL CORP
1.7%
HCA INC
1.7%
Asset allocation
Bonds
99.7%
Cash
0.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
2.7%Low
Year-on-year price swings
Max drawdown
-3.3%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
4.2 years
Avg maturity
9.7 years
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks to maximize current income while seeking preservation of capital.
- Strategy
- Actively manages a portfolio primarily invested in U.S. dollar denominated corporate bonds rated investment grade, with a focus on maximizing current income and preserving capital. The Adviser employs a risk-aware, top-down approach combined with bottom-up security selection, targeting sectors like consumer staples.
- Inception date
- September 23, 2024
- Fund family
- State Street Investment Management
Similar funds
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Data updated on 2026-09-18