SYFIAB Short Duration High Yield ETF

Diversifier14y track recordRanked #10 of 240 in this goal

Seeks the highest level of income without assuming undue risk to principal.

By AllianceBernstein · Launched 2011

Annual Cost

0.40%

#2,058 of 5,562 · average

Fund Size

$899M

#1,172 of 5,562 · large

Return (1Y)Goal

+6.4%

Track Record

14 years

#947 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$10,639+6.4%

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 = 9.2% of fund✓ well diversified

Alliance Bernstein

2.0%

CLARIV SCI HLD CORP

0.9%

UNITED AIRLINES INC

0.8%

MIWD HLDCO II/MIWD FIN

0.8%

BELRON UK FINANCE PLC

0.8%

ADVANCE AUTO PARTS

0.8%

AMERICAN AIRLINES/AADVAN

0.8%

ASBURY AUTOMOTIVE GROUP

0.8%

WHIRLPOOL CORP

0.8%

SYNCHRONY FINANCIAL

0.8%

Asset allocation

Bonds

97.3%

Cash

2.5%

Preferred

0.2%

Stocks

0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

3.2%Low

Year-on-year price swings

Max drawdown

-4.5%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

6.2 years

Avg maturity

10.0 years

Credit ratings

AAA

1.7%

0.1%

0.9%

BBB

11.8%

55.1%

24.9%

Below B

3.6%

Other

1.9%

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks the highest level of income without assuming undue risk to principal.
Strategy: Actively managed ETF investing primarily in below investment grade debt securities and related derivatives. Maintains a dollar-weighted average duration of less than four years and may invest globally, including in developed and emerging markets.
Inception date: December 7, 2011
Fund family: AllianceBernstein