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SCECSterling Capital Enhanced Core Bond ETF

Get income1y track recordRanked #560 of 1,622 in this goal

Seeks high current income and competitive total return.

By Sterling Capital Funds · Launched 2025

Annual Cost

0.39%

#1,958 of 5,562 · average

Fund Size

$554M

#1,491 of 5,562 · large

Dividend YieldGoal

4.79%

Track Record

1 year

#4,244 of 5,562 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,488+4.9%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 21.5% of fund✓ well diversified

United States Treasury Bonds
3.4%
United States Treasury Bonds
2.9%
United States Treasury Bonds
2.9%
Federal National Mortgage Association
1.9%
Federal Home Loan Mortgage Corp.
1.9%
Federal National Mortgage Association
1.9%
Federal Home Loan Mortgage Corp.
1.8%
Federal Home Loan Mortgage Corp.
1.8%
Federal National Mortgage Association
1.6%
United States Treasury Notes
1.5%

Asset allocation

Bonds
98.4%
Cash
0.9%
Preferred
0.5%
Other
0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.5%Low

Year-on-year price swings

Max drawdown
-3.0%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

5.0 years

Avg maturity

9.7 years

Credit ratings

US Government
17.5%
AAA
38.6%
AA
31.7%
A
10.1%
BBB
14.5%
BB
4.2%
B
0.9%

Where to buy

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks high current income and competitive total return.
Strategy
Actively invests in a diversified portfolio of fixed-income securities, including investment-grade and high-yield bonds. Utilizes an enhanced core strategy to balance income and capital appreciation, focusing on macroeconomic trends and sector allocations.
Inception date
March 13, 2025
Fund family
Sterling Capital Funds

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Closet indexing
Warning

Closet indexer — active fees, passive behavior

This fund charges active-management fees but closely tracks its benchmark index. You may be paying a premium for active management that does not meaningfully exist — a combination of high R² versus the benchmark, low tracking error, and a TER sitting well above the passive peer-group median.

R²
89.6%
TE
1.4%
Beta
0.91
Fee
6× 0.07%

Source: Cremers & Petajisto (2009) · Amihud & Goyenko (2013) · ESMA (2016)

Why we flagged this: strategy=active_selection + low_tracking_error+near_market_beta+fee_premium

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-06-19