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SCECSterling Capital Enhanced Core Bond ETF

Get income1y track recordRanked #554 of 1,705 in this goal

Seeks high level of current income and a competitive total return.

By Sterling Capital Funds · Launched 2025

Annual Cost

0.39%

#1,987 of 6,035 · low cost

Fund Size

$609M

#1,503 of 6,035 · large

Return (1Y)

-0.8%

Track Record

1 year

#4,169 of 6,035 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,911-0.9%

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 10 holdings = 19.8% of funddiversified

United States Treasury Bonds
3.3%
United States Treasury Bonds
2.5%
United States Treasury Notes
2.4%
Federal Home Loan Mortgage Corp.
1.8%
United States Treasury Bonds
1.8%
United States Treasury Bonds
1.7%
Federal Home Loan Mortgage Corp.
1.7%
Federal Home Loan Mortgage Corp.
1.6%
Federal National Mortgage Association
1.5%
Federal National Mortgage Association
1.5%

Asset allocation

Bonds
97.5%
Cash
1.8%
Preferred
0.6%
Other
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.7%Low

Year-on-year price swings

Max drawdown
-3.2%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

5.1 years

Avg maturity

9.5 years

Credit ratings

US Government
17.2%
AAA
29.3%
AA
34.7%
A
8.6%
BBB
17.1%
BB
8.1%
B
1.7%
Other
0.6%

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks high level of current income and a competitive total return.
Strategy
Actively trades a diversified portfolio of fixed-income securities, implementing an enhanced core strategy by allocating between investment-grade and high-yield bonds. Aims for high current income and competitive total return, focusing on U.S. dollar-denominated securities.
Inception date
March 13, 2025
Fund family
Sterling Capital Funds

Next steps

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Data updated on 2026-09-18