BLGRBluemonte Large Cap Growth ETF
Seeks to provide capital growth.
By Bluemonte Funds · Launched 2025
Annual Cost
0.24%
#1,058 of 5,853 · low cost
Fund Size
$275M
#2,089 of 5,853 · mid-size
Return (1Y)Goal
+16.1%
Track Record
1 year
#4,386 of 5,853 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,630+16.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 4 holdings = 99.2% of fund✓ diversified through underlying funds
State Street SPDR Portfolio S&P 500 Growth ETF
51.8%
Schwab US Large-Cap Growth ETF
25.6%
Vanguard Russell 1000 Growth ETF
12.7%
State Street SPDR Portfolio S&P 500 ETF
9.1%
Asset allocation
Stocks
99.1%
Cash
0.9%
By sector
Technology
48.8%
Communication
14.3%
Consumer Cyclical
9.9%
Financial Services
8.3%
Healthcare
7.6%
Industrials
6.7%
Consumer Defensive
1.8%
Basic Materials
0.8%
Other
1.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.8%Moderate
Year-on-year price swings
Max drawdown
-14.1%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 to provide capital growth.
- Strategy
- Actively manages a fund-of-funds investing primarily in large capitalization companies with growth characteristics, including domestic and international equities. The Sub-Adviser selects Underlying Funds based on macro analysis and fundamental research to achieve capital growth.
- Inception date
- June 20, 2025
- Fund family
- Bluemonte Funds
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Data updated on 2026-08-02