SJCPSanJac Alpha Core Plus Bond ETF

Get income#1460 of 1640 for Get income

Seeks current income and total returns with limited volatility and capital preservation.

SanJac · Since 2024 (1 year)

Annual Cost

0.65%

#3117 out of 5,332 ETFs

Fund Size

$3M

#5012 out of 5,332 ETFs

Dividend Yield

4.42%

Track Record

1 year

#3881 out of 5,332 ETFs

Performance

1 Year

+5.5%

3 Years

N/A

5 Years

N/A

What's inside

Asset class

fixed income

Region

north america

Strategy

active selection

Asset allocation

Bonds

59.5%

Preferred

36.9%

Stocks

2.5%

Cash

0.7%

Other

0.4%

Top holdings

PennyMac Mortgage Investment Trust Cum Red Pfd Registered Shs of BeneficialPMTPA5.6%

Risk profile

Volatility (1Y)

2.4%

Moderate

Max drawdown

-2.0%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Bond profile

Duration

3.0 years

Avg maturity

9.9 years

Credit ratings

US Government

57.4%

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