SLWSWisdom Short Duration Income Fund

Stay safe Get incomeRanked #348 of 350 in this goal

Seeks to preserve capital and provide liquidity while generating risk-managed income.

Annual Cost

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#5,521 of 5,521 · expensive

Fund Size

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#5,521 of 5,521 · small

Dividend YieldGoal

—

Track Record

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#5,521 of 5,521 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,266+2.7%

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

How Beacon categorizes this fund

Asset class

Region

Strategy

Active selection

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-0.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Objective: Seeks to preserve capital and provide liquidity while generating risk-managed income.
Strategy: Actively managed ETF investing primarily in fixed income securities of varying maturities and credit quality. Seeks value across sectors and geographies to maximize current income with low volatility, maintaining significant exposure to financial services. Types include investment grade, below investment grade, commercial paper, mortgage-backed, and floating rate securities. May invest up to 30% in asset-backed securities rated investment grade. Generally maintains a duration of one year or less, with up to 50% in foreign currency securities, including emerging markets.