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AKAFThe Frontier Economic Fund

Grow my money1y track recordRanked #2,217 of 3,055 in this goal

Tracks the performance of The Alaska Last Frontier Index.

By AKAF · Launched 2025

Annual Cost

0.20%

#967 of 6,040 · low cost

Fund Size

$3M

#5,447 of 6,040 · small

Return (1Y)

+17.8%

Track Record

1 year

#4,439 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,847+18.5%

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

Holdings

By weight

Concentration

Top 10 holdings = 22.5% of funddiversified

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
98.8%
Other
1.0%
Cash
0.2%

By sector

Industrials
32.1%
Consumer Cyclical
18.3%
Energy
17.4%
Basic Materials
11.9%
Technology
7.3%
Consumer Defensive
4.7%
Communication
3.0%
Healthcare
2.7%
Other
2.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.7%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

Next steps

Save AKAF to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18