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AIFDTCW Artificial Intelligence ETF

Grow my money8y track recordRanked #1,650 of 2,992 in this goal

Seeks long-term growth of capital.

By TCW · Launched 2017

Annual Cost

0.75%

#3,918 of 5,854 · average

Fund Size

$142M

#2,656 of 5,854 · mid-size

Return (1Y)Goal

+52.1%

Track Record

8 years

#1,574 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$15,231+52.3%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Focus

Artificial Intelligence

What it actually holds

By weight

Concentration

Top 10 holdings = 54.4% of fundmoderately concentrated

NVIDIA CORP
7.1%
LUMENTUM HOLDINGS INC
7.0%
BROADCOM INC
6.6%
ALPHABET INC-CL A
6.1%
ARISTA NETWORKS INC
5.9%
VERTIV HOLDINGS CO-A
4.9%
MARVELL TECHNOLOGY INC
4.6%
AMAZON.COM INC
4.3%
MICRON TECHNOLOGY INC
4.1%
DIGITALOCEAN HOLDINGS INC
3.8%

Asset allocation

Stocks
96.3%
Cash
3.7%

By sector

Technology
73.9%
Communication
10.6%
Industrials
10.1%
Consumer Cyclical
5.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
30.3%High

Year-on-year price swings

Max drawdown
-33.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NASDAQ Global Select Market, New York Stock Exchange

Full fund details

Objective
Seeks long-term growth of capital.
Strategy
Actively manages a portfolio of US- and non-US-listed equity securities, focusing on companies that benefit from the AI transformation. Invests in sectors including information technology, healthcare, and consumer discretionary, targeting companies with market capitalizations of at least $300 million.
Inception date
August 31, 2017
Fund family
TCW

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Data updated on 2026-08-04