ACGRAmerican Century Large Cap Growth ETF

Grow my moneyRanked #2,947 of 2,960 in this goal

Seeks capital appreciation.

Annual Cost

—

#5,562 of 5,562 · expensive

Fund Size

—

#5,562 of 5,562 · small

Return (1Y)Goal

+18.1%

Track Record

—

#5,562 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,904+19.0%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Factor

Growth

Focus

ESG

What it actually holds

By weight

Concentration

Top 10 holdings = 65.3% of fundconcentrated

NVIDIA Corp

13.3%

Microsoft Corp

12.4%

Apple Inc

9.4%

Alphabet Inc

7.2%

Broadcom Inc

6.5%

Amazon.com Inc

4.6%

Mastercard Inc

3.5%

Meta Platforms Inc

3.0%

Eli Lilly & Co

2.7%

Tesla Inc

2.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

16.1%Moderate

Year-on-year price swings

Max drawdown

-34.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.84Decent risk-adjusted returns

Sortino (3Y)

1.23Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks capital appreciation.
Strategy: Invests primarily in large-cap companies showing business improvement, using a proprietary multi-factor model that incorporates growth, value, and sustainability metrics. The strategy evaluates earnings growth, cash flow, and sustainability characteristics to select stocks with strong sector-specific attributes, aiming for better returns without significant additional risk.