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Beacon

AAAAAmplius Aggressive Asset Allocation ETF

Diversifier1y track recordRanked #103 of 281 in this goal

Seeks capital appreciation.

By Amplius · Launched 2025

Annual Cost

0.49%

#2,575 of 6,040 · average

Fund Size

$284M

#2,145 of 6,040 · mid-size

Return (1Y)

+17.1%

Track Record

1 year

#4,497 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,728+17.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Mixed asset

Region

North america

Strategy

Tactical allocation

Holdings

By weight

Concentration

Top 10 holdings = 72.8% of funddiversified through underlying funds

Invesco QQQ Trust Series 1QQQ
10.7%
iShares S&P 100 ETFOEF
10.3%
iShares Global 100 ETFIOO
8.3%
iShares Core MSCI Emerging Markets ETFIEMG
7.6%
iShares Core MSCI EAFE ETFIEFA
7.1%
iShares 0-5 Year TIPS Bond ETFSTIP
6.3%
iShares 0-3 Month Treasury Bond ETFSGOV
6.2%
iShares Core S&P Small-Cap ETFIJR
5.5%
iShares 1-3 Year Treasury Bond ETFSHY
5.4%
iShares Core S&P Mid-Cap ETFIJH
5.4%

Asset allocation

Stocks
80.3%
Bonds
12.9%
Cash
6.8%
Other
0.0%

By sector

Technology
31.7%
Financial Services
13.7%
Consumer Cyclical
10.7%
Industrials
10.5%
Healthcare
8.1%
Communication
7.6%
Consumer Defensive
4.5%
Basic Materials
4.0%
Other
9.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.0%Moderate

Year-on-year price swings

Max drawdown
-7.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

2.3 years

Credit ratings

US Government
18.5%
AAA
1.6%
AA
93.8%
A
2.4%
BBB
2.1%
BB
0.0%
Other
0.0%

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks capital appreciation.
Strategy
Actively manages a portfolio with disciplined asset allocation to equity securities, fixed income ETFs, and downside protection ETFs. Allocates 60% to 100% to equity securities, including U.S. large-cap, small- and mid-cap, and foreign equities, while also investing in fixed income ETFs and downside protection ETFs for risk management.
Inception date
July 15, 2025
Fund family
Amplius

Next steps

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Data updated on 2026-09-18