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YFFIIndexperts Yield Focused Fixed Income ETF

Get income1y track recordRanked #1,280 of 1,650 in this goal

Seeks current income.

By Indexperts · Launched 2024

Annual Cost

0.50%

#2,667 of 5,861 · average

Fund Size

$23M

#4,368 of 5,861 · small

Dividend YieldGoal

4.76%

Track Record

1 year

#3,970 of 5,861 · 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 = 21.4% of fundwell diversified

PRUDENTIAL FIN
2.3%
AMERICAN EXPRESS
2.2%
WALT DISNEY CO
2.2%
MORGAN STANLEY
2.1%
DOW CHEMICAL CO
2.1%
GENERAL ELECTRIC
2.1%
CONOCOPHILLIPS20825CAQ
2.1%
BOSTON SCIENTIFC
2.1%
CON EDISON CO
2.1%
PLAINS ALL AMER
2.0%

Asset allocation

Bonds
97.0%
Cash
3.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
5.8%Low

Year-on-year price swings

Max drawdown
-3.5%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

7.2 years

Avg maturity

11.3 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

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Data updated on 2026-08-04