ACVUHartford Alpha Capture Value ETF
Grow my moneyRanked #2,979 of 3,055 in this goal
Seeks long-term capital appreciation.
Annual Cost
—
Fund Size
—
Return (1Y)
+23.7%
Track Record
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Performance
Total-return NAV · USDGrowth of $10,000
$12,299+23.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Active selection
Factor
Value
Index tracked
Russell 1000 Value Index
Holdings
By weightConcentration
Top 10 holdings = 25.3% of funddiversified
Alphabet Inc
5.9%
Chubb Ltd
3.0%
ConocoPhillips
2.6%
Duke Energy Corp
2.3%
Amazon.com Inc
2.3%
Exxon Mobil Corp
2.0%
Micron Technology Inc
1.8%
Philip Morris International Inc
1.8%
MKS Inc
1.7%
Exelon Corp
1.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
11.2%Moderate
Year-on-year price swings
Max drawdown
-13.1%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Invests primarily in common stocks of U.S. issuers, focusing on large-capitalization companies. Uses fundamental research to identify undervalued stocks and aims for a diversified portfolio across sectors and industries.
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18