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Beacon

AEMVHarbor AlphaEdge Mid Cap Value ETF

Grow my moneyNewRanked #2,986 of 3,052 in this goal

Seeks long-term growth of capital.

Launched 2026

Annual Cost

—

Fund Size

—

Return (1Y)

N/A

Track Record

1 month

#6,011 of 6,033 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,889-1.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Mid

Strategy

Systematic alpha

Factor

Value

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-2.5%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
NYSE Arca

Full fund details

Objective
Seeks long-term growth of capital.
Strategy
Employs an active, quantitative approach to invest primarily in equity securities of mid-capitalization value companies, targeting characteristics favored in the prevailing market environment. Defines mid cap companies as those within the range of the Russell Midcap Index and value companies based on proprietary value factor analysis.
Inception date
August 27, 2026

Next steps

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Data updated on 2026-09-16