BLUCBluemonte Large Cap Core ETF
Seeks to provide capital growth.
By Bluemonte Funds · Launched 2025
Annual Cost
0.22%
#1,048 of 6,040 · low cost
Fund Size
$353M
#1,937 of 6,040 · large
Return (1Y)
+15.1%
Track Record
1 year
#4,401 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,542+15.4%
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 S&P 500 ETF
40.1%
Vanguard Growth Index Fund
34.5%
iShares Morningstar US Equity ETF
19.8%
Vanguard Value Index Fund
4.9%
Asset allocation
Stocks
99.2%
Cash
0.8%
Other
0.0%
By sector
Technology
43.3%
Communication
11.3%
Financial Services
9.9%
Consumer Cyclical
9.8%
Healthcare
8.0%
Industrials
7.1%
Consumer Defensive
3.6%
Energy
2.6%
Other
4.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.1%Moderate
Year-on-year price swings
Max drawdown
-10.7%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 portfolio primarily invested in large capitalization companies, including domestic and international equities, through a fund-of-funds structure. The Sub-Adviser selects investments in unaffiliated ETFs that reflect the asset class and employs both top-down and bottom-up analysis for allocation decisions.
- Inception date
- June 20, 2025
- Fund family
- Bluemonte Funds
Similar funds
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Data updated on 2026-09-18