BLUCBluemonte Large Cap Core ETF

Grow my money#900 of 2944 for Grow my money

Seeks to provide capital growth.

Bluemonte Funds · Since 2025 (11 months)

Annual Cost

0.23%

#958 out of 5,332 ETFs

Fund Size

$247M

#1955 out of 5,332 ETFs

Dividend Yield

—

Track Record

11 months

#4563 out of 5,332 ETFs

Performance

1 Year

N/A

3 Years

N/A

5 Years

N/A

What's inside

Asset class

Region

Strategy

active selection

Cap

large

Asset allocation

Stocks

99.1%

Cash

0.9%

Other

0.0%

Sector breakdown

Technology

38.1%

Communication

12.3%

Consumer Cyclical

10.6%

Financial Services

10.4%

Healthcare

8.6%

Industrials

7.5%

Consumer Defensive

4.3%

Energy

3.1%

Other

5.2%

Top holdings

State Street® SPDR® Port S&P 500® ETFSPYM40.5%

Vanguard Growth ETFVUG33.6%

iShares Morningstar U.S. Equity ETFILCB19.9%

Vanguard Value ETFVTV5.2%

Risk profile

Volatility (1Y)

N/A

Max drawdown

-10.7%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Similar ETFs

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Bluemonte Large Cap Value ETF

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BLGR

Bluemonte Large Cap Growth ETF

TER 0.24%3Y N/A

BLUX

Bluemonte Dynamic Total Market ETF

TER 0.25%3Y N/A

Data updated on 2026-05-05