YFFIIndexperts Yield Focused Fixed Income ETF
Seeks current income.
By Indexperts · Launched 2024
Annual Cost
0.50%
#2,766 of 6,040 · average
Fund Size
$22M
#4,486 of 6,040 · small
Return (1Y)
-1.1%
Track Record
1 year
#3,987 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$9,907-0.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 21.4% of funddiversified
PRUDENTIAL FIN
2.3%
AMERICAN EXPRESS
2.2%
WALT DISNEY CO
2.2%
MORGAN STANLEY
2.1%
GENERAL ELECTRIC
2.1%
DOW CHEMICAL CO
2.1%
CONOCOPHILLIPS20825CAQ
2.1%
BOSTON SCIENTIFC
2.1%
CON EDISON CO
2.1%
PLAINS ALL AMER
2.0%
Asset allocation
Bonds
97.5%
Cash
2.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
5.7%Low
Year-on-year price swings
Max drawdown
-3.8%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
7.2 years
Avg maturity
11.0 years
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks current income.
- Strategy
- Actively manages a portfolio primarily invested in domestic investment grade fixed income securities, including corporate bonds, Treasury notes, and preferred stocks. Focuses on sectors such as Utilities, Energy, and Financials to maximize cash flow and yield.
- Inception date
- December 31, 2024
- Fund family
- Indexperts
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18