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SSFIDay Hagan Smart Sector Fixed Income ETF

Get income4y track recordRanked #1,244 of 1,650 in this goal

Seeks total return through income and capital appreciation.

By Day Hagan · Launched 2021

Annual Cost

0.76%

#4,048 of 5,861 · expensive

Fund Size

$28M

#4,210 of 5,861 · small

Dividend YieldGoal

3.60%

Track Record

4 years

#2,428 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,220+2.2%

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

What it actually holds

By weight

Concentration

Top 9 holdings = 99.0% of funddiversified through underlying funds

State Street SPDR Portfolio Intermediate Term Treasury ETF
18.8%
State Street SPDR Portfolio Mortgage Backed Bond ETF
18.4%
State Street SPDR Portfolio Corporate Bond ETF
18.0%
State Street SPDR Portfolio Long Term Treasury ETF
12.4%
State Street SPDR Portfolio High Yield Bond ETF
12.1%
State Street SPDR Portfolio Short Term Treasury ETF
6.2%
Vanguard Emerging Markets Govt Bd Idx
6.1%
Vanguard Total International Bond Index Fund
6.0%
State Street SPDR Bloomberg Invstmt Gr Fltg Rt ETF
1.0%

Asset allocation

Bonds
99.1%
Cash
0.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.9%Low

Year-on-year price swings

Max drawdown
-16.1%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
-0.17Below average
Sortino (3Y)
-0.24Moderate downside risk

Bond profile

Duration

4.6 years

Avg maturity

9.4 years

Credit ratings

US Government
63.7%
AAA
1.2%
AA
54.0%
A
8.6%
BBB
9.2%
BB
15.4%
B
8.7%
Below B
2.8%
Other
0.2%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks total return through income and capital appreciation.
Strategy
Actively manages a portfolio of fixed income exchange traded funds, focusing on U.S. investment grade corporate bonds, high yield bonds, and emerging market bonds. Utilizes proprietary models to assess risk/reward characteristics and adjust allocations based on market conditions.
Inception date
September 28, 2021
Fund family
Day Hagan

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Data updated on 2026-08-04