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BINTBluemonte Global Equity ETF

Grow my money1y track recordRanked #853 of 2,999 in this goal

Seeks capital growth.

By Bluemonte Funds · Launched 2025

Annual Cost

0.23%

#1,033 of 5,861 · low cost

Fund Size

$404M

#1,776 of 5,861 · large

Return (1Y)Goal

+25.5%

Track Record

1 year

#4,385 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$12,660+26.6%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Active selection

What it actually holds

By weight

Concentration

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
28.7%
Financial Services
18.5%
Industrials
13.0%
Consumer Cyclical
8.2%
Healthcare
7.3%
Communication
5.9%
Basic Materials
5.2%
Consumer Defensive
4.7%
Other
8.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
16.3%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

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Data updated on 2026-08-04