SanJac Alpha Low Duration ETFSJLD

ETFSanJac Alpha
Type
ETF
Peer group
Allocation
Net assets
$2.6M
Expense ratio
0.35%
1-year return
+3.7%
3 years, a year
—
5 years, a year
—
12-month yield
5.17%
Holdings
13

What it aims to do.

The SanJac Alpha Low Duration ETF (the Fund) seeks current income consistent with preservation of capital and daily liquidity.

Top 10 holdings.

Holding% of fund
Treasury Bill27.37%
Tsy Infl Ix N/B20.33%
NEE Nextera Energy Capital9.42%
US Treasury N/B7.85%
PMTV Pennymac Mtge Investment5.96%
PMTW Pennymac Mtge Investment5.83%
BW Babcock & Wilcox Enterpr4.95%
MFAO Mfa Financial Inc3.96%
Pacific Gas & Electric3.94%
CIMO Chimera Investment Corp2.98%

More on SJLD.

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