Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Congress Intermediate Bond ETF(CAFX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CAFX
10/13/2026: CAFX (1-star) is currently NOT-A-BUY. Pass it for now.
CAFX is an actively managed ETF that provides diversified exposure to intermediate-term, investment-grade debt, including U.S. government and corporate bonds. Its primary strength lies in its active management, which allows for tactical adjustments that passive funds cannot execute. It is designed to serve as a core fixed-income holding for income-focused portfolios. Investors must monitor interest rate movements and credit quality, as these are the primary risks affecting the fund's price. It is best suited for conservative, long-term investors who value the potential benefits of professional oversight over pure passive index tracking.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund is designed for income and stability rather than significant capital appreciation. |
| Momentum investor | Weak fit | Bond funds of this nature rarely provide the rapid price trends required for momentum strategies. |
| Value investor | Mixed fit | Investors may find value in the fund if the manager effectively identifies mispriced credit opportunities. |
| Dividend/Income investor | Strong fit | The primary goal of the fund is to provide consistent interest income from a diversified bond portfolio. |
| Low-risk investor | Strong fit | The focus on intermediate-term, investment-grade bonds aligns well with conservative risk profiles. |
Investor Profile
Ideal Investor Profile
Conservative to moderate investors seeking a steady income stream and moderate capital protection.
Suitability
Best suited for long-term investors looking for a core bond holding that offers active, professional management.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Bond prices fluctuate based on interest rate changes and credit spread widening. |
| Market risk | Medium | Broad economic downturns can impact the value of both corporate and government debt. |
| Concentration | Low | The fund maintains a broad, diversified selection of issuers. |
| Tracking/expense | Low | Active management entails slightly higher costs than passive index trackers. |
| Liquidity | Medium | During extreme market sell-offs, liquidity in specific bond issues may decrease. |
| Business/sector quality | Low | The fund focuses on investment-grade securities, mitigating default risk. |
Risk Analysis
Volatility
CAFX displays typical volatility for an intermediate-term bond fund, generally lower than equity markets but sensitive to duration.
Market Risk
Risks include interest rate risk (prices fall as rates rise) and credit risk (corporate defaults or downgrades).
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | US Government & Agency Bonds | 45 | Provides a high-quality foundation for the portfolio with minimal credit risk. |
| Fixed-income type | Investment-Grade Corporate Bonds | 40 | Offers higher yield potential compared to government bonds while maintaining solid credit ratings. |
| Fixed-income type | Mortgage-Backed Securities | 10 | Enhances yield and diversification through exposure to real estate-backed debt. |
| Cash/collateral | Cash and Equivalents | 5 | Maintains liquidity for tactical portfolio adjustments and redemptions. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 4.92% | Avg. Invested days 143 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/13/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.