SJCP

SanJac Alpha Core Plus Bond ETF

$25.34

+0.00%

Market closed. Last update: 11:57 AM ET

📎 Investment Objective

The SanJac Alpha Core Plus Bond ETF (SJCP) seeks to provide current income and capital appreciation by investing in a diversified portfolio of fixed-income securities.

Overview

ETF tracking SanJac Alpha Core Plus Bond ETF

Category Fixed Income

Issuer Other

Inception Date 2024-09-10

Market Cap $1.8M

Average Volume N/A

Dividend Yield 4.17%

52-Week Range $24.65 - $25.50

VWAP $25.59

Performance

Loading performance data...

Price Chart

Investment Summary

📎 Investment Objective

The SanJac Alpha Core Plus Bond ETF (SJCP) seeks to provide current income and capital appreciation by investing in a diversified portfolio of fixed-income securities.

🎯 Investment Strategy

The ETF aims to achieve its objective by investing primarily in investment-grade bonds, including U.S. government, corporate, and mortgage-backed securities. The fund's portfolio is actively managed, with the goal of generating higher returns than the broad fixed-income market.

✨ Key Features

Actively managed fixed-income portfolio focused on investment-grade bonds
Seeks to provide current income and capital appreciation
Diversified exposure to various fixed-income sectors
Low expense ratio of 0.00%

⚠️ Primary Risks

Interest rate risk: The value of the fund's holdings may decline as interest rates rise
Credit risk: The fund is exposed to the risk of default or downgrade of the issuers of the bonds it holds
Liquidity risk: Some of the fund's holdings may be less liquid, which could impact the fund's ability to sell them at favorable prices
Active management risk: The fund's performance is dependent on the skill of the portfolio managers in selecting and managing the portfolio

👤 Best For

The SanJac Alpha Core Plus Bond ETF may be suitable for investors seeking a diversified fixed-income investment with the potential for higher returns than a broad bond index fund. It may be appropriate for investors with a moderate risk tolerance who are looking to generate current income and potential capital appreciation as part of a balanced investment portfolio.