CAFX
-0.08 · -0.33%
$24.93 · NYSE ARCA

Professionally Managed Portfolios (CAFX) ETF Analysis | Intermediate Core Bond

Congress · USA
AUM:$327.0M
#– of – in Intermediate Core Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

CAFX returned +3.8% over the past year, broadly in line with flat market conditions.

What is CAFX?

The fund principally invests in U. -dollar denominated, investment-grade securities and seeks to typically maintain a dollar-weighted average portfolio maturity of zero to ten years and are rated at time of issuance in the top four rating categories of a Nationally Recognized Statistical Rating Organization, or unrated and deemed to be of comparable quality by the Advisor.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
CAFX returned 3.8% over the past year.
Broadly Diversified
Top 10 holdings represent just 3.4% of the ETF — exposure spread across many positions.
Notable Dividend Yield
Current yield of 3.98% provides a meaningful income component alongside market exposure.
ETF Information
AUM$327.0M
Expense Ratio0.00%
Dividend Yield3.98%
Holdings1
Inception DateSept 2024
Domicile–
Distribution–
Index–
ProviderCongress
Beta–
CategoryIntermediate Core Bond
CurrencyUSD
Portfolio Impact

How would CAFX affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-2.7%
1Y
-0.1%
3Y
+3.1%
5Y
+3.1%
OpenBook InsightIf you had invested £10,000 in CAFX 5 years ago, it would have grown to £10,309 — a gain of £309.

Annual Returns

Calendar year performance

CAFX delivered positive returns in 1 of the last 3 calendar years.
YearCAFX
2026 YTD-1.5%
2025+6.3%
2024-1.7%
CAGR 2yr+2.3%
1/3 positive yearsAvg return: +1.1%Worst year: -1.7% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
3.2%
Low
Momentum
-0.7%
30-day change
Support Level
24.40
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.