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TPLSThornburg Core Plus Bond ETF

Get income1y track recordRanked #1,260 of 1,706 in this goal

Seeks total return, consisting of income and capital appreciation.

By Thornburg · Launched 2025

Annual Cost

0.45%

#2,319 of 6,040 · average

Fund Size

$15M

#4,749 of 6,040 · small

Return (1Y)

-0.1%

Track Record

1 year

#4,067 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,004+0.0%

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

Holdings

By weight

Concentration

Top 10 holdings = 32.3% of funddiversified

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
94.1%
Cash
4.3%
Preferred
1.2%
Other
0.4%
Convertible
0.3%

Risk profile

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

Year-on-year price swings

Max drawdown
-3.1%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

4.6 years

Avg maturity

8.7 years

Credit ratings

US Government
19.1%
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

Next steps

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Data updated on 2026-09-18