Key stats
About Professionally Managed Portfolios Congress Intermediate Bond ETF
Home page
Inception date
Sep 9, 2024
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Congress Asset Management Co. LLP
Distributor
Quasar Distributors LLC
CAFX is a portfolio of fixed income securities primarily investing in USD-denominated, investment grade debt. This fund aims to maintain a dollar-weighted average portfolio maturity of zero to ten years, and may include securities issued by corporate and government entities. The funds portfolio may hold municipal securities, general obligation securities, and revenue securities. As an actively managed fund, the advisers may deviate from its primary objective, and may invest up to 20% in high yield securities, and may also invest in MBS issued by non-US government entities as long as the security has a credit rating equal to, or greater than, that of the US government at the time of purchase.
Classification
What's in the fund
Exposure type
Government
Corporate
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Related funds
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
CAFX trades at 24.77 USD today, its price has fallen −0.16% in the past 24 hours. Track more dynamics on CAFX price chart.
CAFX net asset value is 24.74 today — it's risen 0.79% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
CAFX assets under management is 340.04 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
CAFX price has risen by 0.57% over the last month, and its yearly performance shows a −1.12% decrease. See more dynamics on CAFX price chart.
NAV returns, another gauge of an ETF dynamics, showed a 1.28% increase in three-month performance and has increased by 2.93% in a year.
NAV returns, another gauge of an ETF dynamics, showed a 1.28% increase in three-month performance and has increased by 2.93% in a year.
CAFX fund flows account for 340.33 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
CAFX invests in bonds. See more details in our Analysis section.
CAFX expense ratio is 0.35%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, CAFX isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, CAFX technical analysis shows the buy rating and its 1-week rating is strong buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating CAFX shows the strong buy signal. See more of CAFX technicals for a more comprehensive analysis.
Today, CAFX technical analysis shows the buy rating and its 1-week rating is strong buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating CAFX shows the strong buy signal. See more of CAFX technicals for a more comprehensive analysis.
Yes, CAFX pays dividends to its holders with the dividend yield of 3.37%.
CAFX trades at a premium (0.12%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
CAFX shares are issued by Lagan Holding Co. Trust
CAFX follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Sep 9, 2024.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.