DealChartsby CMD+RVL

Short Duration Bond Fund - Charts and Resources

Data discoverability for Short Duration Bond Fund updated as of 2026-04-28.
2026-04-28
Machine-readable data:Facts JSONAPI docs

Short Duration Bond Fund: Structured-Finance Exposure#

Quick Answer: Structured-Finance Holdings

As of the reporting period ending October 31, 2026, Short Duration Bond Fund reported 234 structured-finance (asset-backed) positions totaling $141.0M, 31.4% of its $449.3M SEC Form N-PORT portfolio.

Source: SEC Form N-PORT (CIK 351601)Reporting period ending October 31, 2026License: CC BY 4.0. Cite as DealCharts, dealcharts.org.Facts JSON

What structured-finance securities does Short Duration Bond Fund hold?

Short Duration Bond Fund reported 234 structured-finance (asset-backed) positions totaling $141.0M, 31.4% of its $449.3M portfolio, as of the reporting period ending October 31, 2026 (SEC Form N-PORT). Breakdown by type: mortgage-backed securities (ABS-MBS): 113 positions ($62.8M, 14.0%); collateralized bond/debt obligations (ABS-CBDO): 11 positions ($3.9M, 0.9%); other asset-backed securities (ABS-O): 110 positions ($74.3M, 16.5%).

What is Short Duration Bond Fund's asset-backed / mortgage-backed securities (ABS/MBS) exposure?

Short Duration Bond Fund's structured-finance (ABS/MBS) exposure is $141.0M across 234 positions, or 31.4% of the $449.3M portfolio, as of the reporting period ending October 31, 2026.

As of when is Short Duration Bond Fund's structured-finance holdings data reported?

This reflects Short Duration Bond Fund's most recent SEC Form N-PORT filing, filed March 26, 2026, covering the reporting period ending October 31, 2026. Figures are point-in-time holdings as reported to the SEC.

Where can I get Short Duration Bond Fund's structured-finance holdings data?

Short Duration Bond Fund's holdings are sourced from its SEC Form N-PORT filing (SEC CIK 351601) and republished by DealCharts as structured, machine-readable data through the Facts JSON endpoint linked on this page. The data is free to reuse under a Creative Commons Attribution 4.0 (CC BY 4.0) license. Cite as DealCharts (dealcharts.org).

Does DealCharts track Short Duration Bond Fund's latest news, products, partnerships, or leadership changes?

No. DealCharts covers Short Duration Bond Fund's structured-finance holdings and exposure derived from SEC Form N-PORT filings, not corporate news, product launches, partnerships, acquisitions, earnings, or executive changes. For those, consult the fund sponsor's own disclosures or SEC EDGAR full-text filings.

Fund Overview

Fund NameShort Duration Bond Fund
Fund LEI
SYIWP2HFI2PTL75P6V57
CIK351601
Fund ID
S000001601

Fund Metrics

Portfolio summary and asset distribution sourced from SEC NPORT-P filings.

Portfolio Summary

Total Value
$449,322,631
Total Positions
591
Average Position Size
$760,275

Asset Distribution

Filing Date
March 26, 2026
Report Date
October 31, 2026

Holdings

All portfolio holdings for this fund, sourced from the most recent NPORT-P filing on SEC EDGAR.Loading holdings data...

Context & Commentary#

Expert analysis, research, and commentary from verified entities and contributors.

Portfolio Context

This profile reflects Short Duration Bond Fund's most recent SEC Form N-PORT filing, dated March 26, 2026, covering the reporting period ending October 31, 2026.

Short Duration Bond Fund reported 591 portfolio positions with a total reported market value of $449.3M as of the reporting period ending October 31, 2026, an average of $760.3K per position.

By reported market value, the portfolio was predominantly fixed-income-oriented (67.9% of holdings).

The largest reported asset categories were debt (67.9%), other asset-backed securities (ABS-O) (16.5%), and mortgage-backed securities (ABS-MBS) (14.0%).

The single largest asset category, debt, accounted for 67.9% of reported market value across 350 positions.

Auto-generated from this fund's SEC Form N-PORT filing data. Figures are point-in-time as reported.

Entity Statements

No entity statements available yet for this fund.Associated with this fund? Contact us at support@cmdrvl.com to add your perspective.

External Analysis

No external analysis linked yet for this fund.Published research on this fund? Contact us to share your insights.
📊
Create your own analyticsAll fund holdings data is available via our API and Snowflake Data Marketplace. Build custom portfolio analytics or integrate into your tools.

Datasets & API#

Access the raw data behind this fund page through multiple channels: REST API or direct downloads.
Facts APIMachine-readable fund facts: holdings, positions, and metadata. No API key required.
Structured Facts (JSON-LD)Machine-readable facts for LLMs, research, and automation.
{
  "fund_name": "Short Duration Bond Fund",
  "fund_lei": "SYIWP2HFI2PTL75P6V57",
  "total_holdings": 591,
  "total_value": 449322630.85,
  "asset_types": [],
  "filing_date": "2026-03-26"
}
Ask Cairn

What does Short Duration Bond Fund mean for you?

Tell Cairn where you sit — a CUSIP you hold, or a seat you're sizing up. Cairn does the digging and tailors the answer to your position, every figure tied to the filing it came from.
Email Cairn cairn@cmdrvl.com
01Tell Cairn the fund and your seat
02Cairn does the digging
03You get the read for your seat, by email
A pilot — a question or two each, free. Cairn writes back by email, not on the spot; some answers need data dug up or a pipeline built first.
Data StewardshipAll data on this page is sourced from public SEC NPORT-P filings and transformed into structured, analyzable datasets. We verify accuracy through automated checks and community feedback.Found an issue? Report it and help us improve data quality for everyone.

PLATFORM

ToolsIntegrationsContributors

LEARN

OnboardingBlogAboutOntologyRoadmap

PLATFORM

ToolsIntegrationsContributors

FOR DEVELOPERS

API & Data AccessDatasets

MARKETS

Capital MarketsCMBSAuto ABSBDCsFund HoldingsAsset Backed SecuritiesSpecial ServicersAI & Data-Center ExposureBrowse by VintageBrowse by Shelf

SOLUTIONS

Who We ServeIssuersServicersTrusteesRatings AgenciesFundsResearchersVendors

LEARN

BlogAboutOntology

CONNECT

Contact UsCMD+RVL Packages ↗TrancheList ↗X (Twitter)Substack
Powered by CMD+RVL
DealCharts is the public projection surface. CMD+RVL operates the outcome work. TrancheList maps the vendor ecosystem.
© 2026 CMD+RVL. All rights reserved.
Not investment advice. For informational purposes only.
Disclosures · Privacy · Security · License
(Built 2026-07-05)