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BLUXBluemonte Dynamic Total Market ETF

Grow my money#773 of 2944 for Grow my money

Seeks to provide capital growth.

Bluemonte Funds · Since 2025 (11 months)

Annual Cost

0.25%

#1062 out of 5,332 ETFs

Fund Size

$417M

#1569 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
Strategy
active selection
Cap
multi cap

Asset allocation

Stocks
99.1%
Cash
0.9%

Sector breakdown

Technology
22.9%
Financial Services
14.9%
Healthcare
12.4%
Industrials
12.1%
Consumer Cyclical
10.4%
Communication
6.3%
Energy
5.3%
Real Estate
5.0%
Other
10.8%

Top holdings

State Street® SPDR® Port S&P 500® ETFSPYM48.4%
Vanguard Russell 2000 ETFVTWO30.4%
iShares Morningstar Small-Cap Value ETFISCV15.8%
Schwab US Small-Cap ETF™SCHA5.2%

Risk profile

Volatility (1Y)

N/A

Max drawdown

-9.0%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Data updated on 2026-05-05