BGROiShares Large Cap Growth Active ETF

Grow my money2y track recordRanked #2,539 of 2,966 in this goal

Seeks long-term capital appreciation.

By BlackRock · Launched 2024

Annual Cost

0.55%

#2,815 of 5,568 · average

Fund Size

$10M

#4,744 of 5,568 · small

Return (1Y)Goal

+22.8%

Track Record

2 years

#3,610 of 5,568 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$12,312+23.1%

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

Classification

How Beacon categorizes this fund

Asset class

Alternative

Region

North america

Strategy

Active selection

Index tracked

Russell 1000 Growth Index

What it actually holds

By weight

Concentration

Top 10 holdings = 60.5% of fundconcentrated

NVIDIA Corp

14.3%

Amazon.com Inc

8.3%

Microsoft Corp

7.8%

Apple Inc

5.6%

Alphabet Inc

5.4%

Broadcom Inc

4.7%

Eli Lilly & Co

4.1%

Howmet Aerospace Inc

3.6%

Snowflake Inc

3.4%

Meta Platforms Inc

3.3%

Asset allocation

Stocks

98.9%

Cash

1.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

19.1%Moderate

Year-on-year price swings

Max drawdown

-24.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks long-term capital appreciation.
Strategy: Invests primarily in large cap growth equity securities and derivatives providing exposure to such securities. At least 80% of net assets are in securities with market capitalizations within the range of the Russell 1000 Growth Index. The Fund may also invest in convertible securities and American Depositary Receipts (ADRs).
Inception date: June 4, 2024
Fund family: BlackRock