ACLCAmerican Century Large Cap Equity ETF

Grow my moneyRanked #2,885 of 2,960 in this goal

Seeks long-term capital growth.

Annual Cost

—

#5,562 of 5,562 · expensive

Fund Size

—

#5,562 of 5,562 · small

Return (1Y)Goal

+19.0%

Track Record

—

#5,562 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$12,035+20.4%

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

Multifactor

Focus

ESG

What it actually holds

By weight

Concentration

Top 10 holdings = 41.6% of fundmoderately concentrated

NVIDIA Corp

8.0%

Microsoft Corp

7.7%

Alphabet Inc

6.2%

Apple Inc

5.1%

Broadcom Inc

3.8%

Amazon.com Inc

3.7%

Meta Platforms Inc

2.2%

Mastercard Inc

1.7%

NextEra Energy Inc

1.7%

Tesla Inc

1.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.8%Moderate

Year-on-year price swings

Max drawdown

-26.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.85Decent risk-adjusted returns

Sortino (3Y)

1.24Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks long-term capital growth.
Strategy: Invests primarily in large-cap companies showing business improvement, using a proprietary multi-factor model that incorporates value, growth, and sustainability metrics. The strategy evaluates stocks based on financial ratios, growth rates, and sustainability characteristics, aiming for better returns with lower risk than the S&P 500 Index.