BLUCBluemonte Large Cap Core ETF
Seeks to provide capital growth.
By Bluemonte Funds · Launched 2025
Annual Cost
0.23%
#1,033 of 5,854 · low cost
Fund Size
$334M
#1,904 of 5,854 · large
Return (1Y)Goal
+17.0%
Track Record
1 year
#4,385 of 5,854 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,735+17.4%
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 = 99.3% of fund✓ diversified 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
43.0%
Communication
11.8%
Consumer Cyclical
10.0%
Financial Services
9.5%
Healthcare
7.8%
Industrials
7.3%
Consumer Defensive
3.7%
Energy
2.3%
Other
4.5%
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
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Data updated on 2026-08-03