SLWSWisdom Short Duration Income Fund
Seeks to preserve capital and provide liquidity while generating an optimal level of risk managed income.
Launched 2025
Annual Cost
—
#5,776 of 5,776 · expensive
Fund Size
—
#5,776 of 5,776 · small
Dividend YieldGoal
—
Track Record
8 months
#4,836 of 5,776 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,310+3.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 19.8% of fund✓ well diversified
Janus Henderson AAA CLO ETF
3.8%
Simplify Treasury Option Incom
2.6%
PSEG POWER LLC
2.2%
EAGLE FUNDING LUXCO SARL
2.2%
HF SINCLAIR CORP
1.9%
ROYAL BANK OF CANADA
1.5%
VOLKSWAGEN GROUP AMERICA
1.5%
UNUM GROUP
1.4%
SIXTH STREET LENDING PAR
1.4%
DTE ENERGY CO
1.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (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
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to preserve capital and provide liquidity while generating an optimal level of risk managed income.
- Strategy
- Actively manages a portfolio of fixed income securities, primarily investing in bonds and debt securities of varying maturities and credit quality. Focuses on generating income with low volatility, maintaining a duration of one year or less, and may invest in U.S. and foreign securities, including those in the financial services sector.
- Inception date
- November 6, 2025
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Data updated on 2026-07-25