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BRSMMFS Blended Research Small-Mid Cap ETF

Grow my moneyNewRanked #2,854 of 2,978 in this goal

Seeks capital appreciation.

Launched 2026

Annual Cost

#5,756 of 5,756 · expensive

Fund Size

#5,756 of 5,756 · small

Return (1Y)Goal

N/A

Track Record

1 month

#5,641 of 5,756 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,513+5.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Smid

Strategy

Active selection

Factor

Multifactor

Index tracked

Russell 2500 Index

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-3.3%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 capital appreciation.
Strategy
Actively manages a portfolio by identifying potential investments through fundamental and quantitative analysis, primarily in small and medium market capitalization companies. May invest in foreign securities and across various industries and sectors.
Inception date
June 4, 2026

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Data updated on 2026-07-22