Campbell Systematic Macro Fund

RBB Fund, Inc. · 4 share classes

Actively managed U.S. bond fund
One fund, 4 share classes:EBSAXEBSIXEBSPXEBSCX
$2.12B NAV
119 positions · as of 2026-05-31 · filed 2026-07-28

Fund classification

Classified from what the fund holds · as of 2026 Q2

Campbell Systematic Macro Fund is an actively managed U.S. bond fund.

Asset class
Bonds
Region
United States
Management
Actively managed
Fund type
Open-end fund
Credit quality
Investment grade
Features
Non-diversified

Fund profile

As filed in the prospectus · 2026 Q1

The investment objective of the Campbell Systematic Macro Fund (the Fund) is to seek capital appreciation over the medium to long-term.

Strategy · summarised

The fund employs over 100 systematic trading models across global futures, forwards, options and swaps to identify price trends and exploit asset mispricing through three combined strategies: momentum (40%), quantitative macro (35%), and short-term mean reversion (25%). Up to 25% of assets are allocated to a wholly-owned Cayman Islands subsidiary to obtain commodity and futures exposure in a tax-efficient manner, with the remainder invested in investment-grade securities for cash management. The fund is non-diversified under the 1940 Act and may concentrate its holdings in fewer securities than a diversified fund. Because the fund's returns depend on the performance of its systematic models and daily signal evaluation, divergence from its capital appreciation objective may occur if the models fail to identify profitable opportunities or if market conditions render the identified trends unprofitable.

Expenses
1.75% 2.75%across 3 share classes
Share classGrossNetAs of
EBSAX2.10%2.00%2026 Q2
EBSIX1.85%1.75%2026 Q2
EBSCX2.85%2.75%2026 Q2

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 0.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

86.20%
of net assets
Bonds70.02%
Cash & short-term16.48%
Derivatives-0.30%

These positions come to 86.20% of net assets. Not everything a fund owns is reported as a holding — uninvested cash is collected at fund level instead — so the total is not expected to reach 100%.

The outer band is exposure held short — written against the portfolio rather than part of it, which is why it sits outside the ring and why the two are never netted into one figure.

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 108 new108 exited

Largest new: TREASURY BILL ×3

Largest exited: TREASURY BILL ×3

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+4.93%+14.02%+55.45%6.44%-7.26%
+5.25%+14.80%+57.38%6.50%-7.22%
+4.24%+11.49%+49.93%6.46%-7.48%

These classes hold the same portfolio, so the 7.45pp spread over 5 years is the cost difference between them — roughly 1.49pp a year — not a difference in what they own.

Cumulative return· Jun 2023 – Apr 2026

May 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-05-31

Avg coupon
0.00%
Avg maturity
0.24 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

0%
floating
Fixed rate100.0%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y
<1y100.0%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

More of this fund’s sensitivity sits in credit spreads than in interest rates — a rate rally that comes with a credit selloff works against it.

Interest-rate duration
-0.26 yr
gains value when rates rise
Credit-spread duration
0.16 yr
approx. move per 100bp
Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+0.16
yrs total
Investment grade+0.16 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate-0.26 yr total
5 yr
5 yr0.02 yr100%

3 mo and 1 yr are NEGATIVE (-0.23 yr, -0.05 yr) — a deliberate hedge at that point on the curve, so they are not part of the band above.

Credit spread0.16 yr total
3 mo5 yr
3 mo0.18 yr91%
5 yr0.02 yr9%

1 yr is NEGATIVE (-0.03 yr) — a deliberate hedge at that point on the curve, so it is not part of the band above.

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo-0.23+0.18+0.00$38.1k$0
1 yr-0.05-0.03+0.00-$7.3k$0
5 yr+0.02+0.02+0.00$3.9k$0
10 yr+0.00+0.00+0.00$0$0
30 yr+0.00+0.00+0.00$0$0

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Rate exposure by currency

Duration contribution in years, summing to the fund's -0.26 yr.

AUD-4.07 yr
CAD+1.70 yr
JPY+1.49 yr
EUR-1.00 yr
GBP+0.94 yr
USD+0.69 yr

This is where the fund's rate exposure sits, not its currency risk — most international bond funds hedge the currency back to dollars, and the size of those hedges is not in the filing. Tenors are also summed across curves, so a 5-year JPY point and a 5-year USD point are added together.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
TREASURY BILL0.00% · due 2026-08-0614.08%$298.02M
TREASURY BILL0.00% · due 2026-10-0813.99%$296.12M
TREASURY BILL0.00% · due 2026-11-1211.62%$245.87M
U.S. Bank Money Market Deposit Account11.15%$235.93M
TREASURY BILL0.00% · due 2026-06-0410.63%$224.93M
TREASURY BILL0.00% · due 2026-07-0910.35%$219.16M
TREASURY BILL0.00% · due 2026-09-039.36%$198.13M
BlackRock Liquidity Funds T-FuTSTXX5.34%$112.96M
N/A0.78%$16.47M
N/A0.46%$9.82M
Showing 10 of 119Sign in to see more

Top 10 positions are 87.75% of net assets, top 25 90.38%, across 4 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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