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MYCOState Street My2035 Corporate Bond ETF

Get incomeStay safeNewRanked #181 of 364 in this goal

Seeks to maximize current income while seeking preservation of capital.

By State Street Investment Management · Launched 2025

Annual Cost

0.15%

#612 of 5,861 · low cost

Fund Size

$6M

#5,121 of 5,861 · small

Dividend YieldGoal

Track Record

11 months

#4,645 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,996-0.0%

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 10 holdings = 20.7% of fundwell diversified

RTX CORP
2.1%
PACIFIC GAS & ELECTRIC
2.1%
JBS NV/USA FOODS/FOOD CO
2.1%
CHARTER COMM OPT LLC/CAP
2.1%
AEP TRANSMISSION CO LLC
2.1%
GEORGIA POWER CO
2.1%
AT&T INC
2.1%
IBM CORP
2.1%
FIRSTENERGY TRANSMISSION
2.0%
EXELON CORP
2.0%

Asset allocation

Bonds
98.7%
Cash
1.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-3.6%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

5.3 years

Avg maturity

10.0 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, focusing on financial, industrial, and utilities sectors. Uses a risk-aware, top-down approach combined with bottom-up security selection to maximize income and preserve capital.
Inception date
September 16, 2025
Fund family
State Street Investment Management

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Data updated on 2026-08-04