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Beacon

AESBHarbor AlphaEdge Small Cap Core ETF

Grow my moneyNewRanked #2,991 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
$9,834-1.7%

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

Small

Strategy

Systematic alpha

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-2.9%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 evaluate small capitalization companies and construct a portfolio expected to perform well in the prevailing market environment. Invests primarily in equity securities of small cap companies, maintaining at least 80% of net assets in this asset class.
Inception date
August 27, 2026

Next steps

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Data updated on 2026-09-16