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TPLSThornburg Core Plus Bond ETF

Get income1y track recordRanked #1,194 of 1,650 in this goal

Seeks total return, consisting of income and capital appreciation.

By Thornburg · Launched 2025

Annual Cost

0.45%

#2,233 of 5,854 · average

Fund Size

$20M

#4,453 of 5,854 · small

Dividend YieldGoal

4.67%

Track Record

1 year

#4,050 of 5,854 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,273+2.7%

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 10 holdings = 32.3% of fundwell diversified

United States Treasury
7.6%
United States Treasury
5.2%
United States Treasury
4.3%
United States Treasury
3.4%
United States Treasury
2.8%
Freddie Mac
2.5%
United States Treasury
2.1%
Government National Mortgage Association
1.6%
Thornburg Capital Management Fund
1.4%
Fannie Mae
1.3%

Asset allocation

Bonds
95.6%
Cash
2.8%
Preferred
0.8%
Convertible
0.6%
Other
0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.8%Low

Year-on-year price swings

Max drawdown
-3.0%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

4.5 years

Avg maturity

8.7 years

Credit ratings

US Government
21.7%
AAA
53.3%
AA
5.8%
A
11.7%
BBB
21.3%
BB
6.0%
B
0.5%
Other
1.5%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks total return, consisting of income and capital appreciation.
Strategy
Actively manages a portfolio primarily invested in debt obligations, including corporate debt, high yield bonds, and government obligations. Invests at least 80% of net assets in these debt obligations, focusing on both domestic and foreign issuers to achieve total return.
Inception date
February 4, 2025
Fund family
Thornburg

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Data updated on 2026-08-03