BLUCBluemonte Large Cap Core ETF

Grow my moneyNewRanked #883 of 2,960 in this goal

Seeks to provide capital growth.

By Bluemonte Funds · Launched 2025

Annual Cost

0.23%

#1,127 of 5,562 · low cost

Fund Size

$331M

#1,880 of 5,562 · large

Return (1Y)Goal

N/A

Track Record

12 months

#4,482 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$12,319+23.2%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 4 holdings = 99.4% of fund✓ diversified through underlying funds

State Street SPDR Portfolio S&P 500 ETF

40.1%

Vanguard Growth Index Fund

34.6%

iShares Morningstar US Equity ETF

19.8%

Vanguard Value Index Fund

4.9%

Asset allocation

Stocks

99.2%

Cash

0.7%

Other

0.0%

By sector

Technology

42.4%

Communication

12.9%

Consumer Cyclical

10.5%

Financial Services

9.2%

Healthcare

7.3%

Industrials

7.1%

Consumer Defensive

3.7%

Energy

2.4%

Other

4.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

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

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to provide capital growth.
Strategy: Actively managed fund investing primarily in large-cap companies through unaffiliated ETFs. Allocates to both domestic and international equities, diversifying by style and market conditions.
Inception date: June 20, 2025
Fund family: Bluemonte Funds