SanJac Alpha Core Plus Bond ETFSJCP

ETFSanJac Alpha
Type
ETF
Peer group
Allocation
Net assets
$2.8M
Expense ratio
0.65%
1-year return
+3.0%
3 years, a year
—
5 years, a year
—
12-month yield
3.90%
Holdings
16

What it aims to do.

The SanJac Alpha Core Plus Bond ETF (the Fund) seeks current income and total returns consistent with limited volatility and the preservation of capital.

Top 10 holdings.

Holding% of fund
Treasury Bill17.87%
Tsy Infl Ix N/B15.24%
US Treasury N/B12.57%
U.S. Bank Money Market Deposit Account11.62%
PMTV Pennymac Mtge Investment9.14%
NEE Nextera Energy Capital7.80%
XELLL Xcel Energy Inc6.07%
PMT Pennymac Mtge Investment3.90%
CIMO Chimera Investment Corp3.64%
DUKB Duke Energy Corp2.64%

More on SJCP.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.