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AKAFThe Frontier Economic Fund

Grow my money1y track recordRanked #2,197 of 2,992 in this goal

Tracks the performance of The Alaska Last Frontier Index.

By AKAF · Launched 2025

Annual Cost

0.20%

#934 of 5,854 · low cost

Fund Size

$3M

#5,399 of 5,854 · small

Return (1Y)Goal

+26.6%

Track Record

1 year

#4,423 of 5,854 · young

Performance

Total-return NAV · USD
Growth of $10,000
$12,763+27.6%

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

Index tracking

Index tracked

The Alaska Last Frontier Index

What it actually holds

By weight

Concentration

Top 10 holdings = 22.5% of fundwell diversified

FedEx Corp
2.9%
Exxon Mobil Corp
2.4%
United Parcel Service Inc
2.3%
Barrick Mining Corp
2.3%
General Electric Co
2.2%
Kinross Gold Corp
2.2%
Agnico Eagle Mines Ltd
2.1%
Teck Resources Ltd
2.1%
Northern Star Resources Ltd
2.1%
ConocoPhillips
2.0%

Asset allocation

Stocks
99.8%
Cash
0.1%
Other
0.1%

By sector

Industrials
34.4%
Consumer Cyclical
18.7%
Energy
15.9%
Basic Materials
10.4%
Technology
7.4%
Consumer Defensive
4.8%
Communication
3.0%
Healthcare
2.7%
Other
2.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.8%Moderate

Year-on-year price swings

Max drawdown
-9.3%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
New York Stock Exchange

Full fund details

Objective
Tracks the performance of The Alaska Last Frontier Index.
Strategy
Employs a passive management approach to track the Alaska Last Frontier Index, investing primarily in equity securities of Alaska Companies. Uses a replication strategy to achieve investment objectives, with significant exposure to the industrials, consumer discretionary, energy, and materials sectors.
Inception date
June 25, 2025
Fund family
AKAF

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Data updated on 2026-08-03