BINTBluemonte Global Equity ETF
Seeks capital growth.
By Bluemonte Funds · Launched 2025
Annual Cost
0.23%
#1,068 of 6,040 · low cost
Fund Size
$431M
#1,781 of 6,040 · large
Return (1Y)
+21.8%
Track Record
1 year
#4,401 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$12,210+22.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 4 holdings = 99.3% of funddiversified through underlying funds
State Street SPDR Portfolio Devt World ex-US ETF
29.9%
State Street SPDR Portfolio S&P 500 ETF
28.5%
iShares Core MSCI Emerging Markets ETF
21.0%
Vanguard Tax Managed Fund FTSE Developed Markets ETF
19.9%
Asset allocation
Stocks
98.7%
Cash
1.2%
Other
0.1%
By sector
Technology
27.1%
Financial Services
19.6%
Industrials
12.9%
Consumer Cyclical
8.3%
Healthcare
7.5%
Communication
5.9%
Basic Materials
5.5%
Consumer Defensive
4.7%
Other
8.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.5%Moderate
Year-on-year price swings
Max drawdown
-10.9%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 capital growth.
- Strategy
- Actively manages investments primarily in equity securities, including exposure to non-U.S. companies and the United States. The Sub-Adviser selects Underlying Funds that invest in domestic and international equities, employing a top-down approach for allocation and bottom-up research for fund selection.
- Inception date
- June 20, 2025
- Fund family
- Bluemonte Funds
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save BINT to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18