BTALAGF U.S. Market Neutral Anti-Beta Fund
Seeks consistent negative beta exposure to the U.S. equity market.
By AGF Investments LLC · Launched 2011
Annual Cost
1.40%
#5,665 of 5,861 · expensive
Fund Size
$283M
#2,060 of 5,861 · mid-size
Return (1Y)Goal
-23.6%
Track Record
14 years
#894 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$7,397-26.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeRegion
North americaStrategy
Long short
Index tracked
Dow Jones US Thematic Market Neutral Low Beta Index
What it actually holds
By weightConcentration
Top 9 holdings = 5.2% of fund✓ well diversified
Okta Inc Class AOKTA
0.6%
Micron Technology IncMU
0.6%
Astera Labs IncALAB
0.6%
Marvell Technology IncMRVL
0.6%
Allegro Microsystems Inc Ordinary SharesALGM
0.6%
Fortune Brands Innovations IncFBIN
0.6%
MKS IncMKSI
0.6%
Moderna IncMRNA
0.6%
Lam Research CorpLRCX
0.5%
Asset allocation
Cash
99.6%
Stocks
0.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
23.9%High
Year-on-year price swings
Max drawdown
-52.7%Severe
Worst peak-to-trough loss
Sharpe (3Y)
-0.54Below average
Sortino (3Y)
-0.75Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks consistent negative beta exposure to the U.S. equity market.
- Strategy
- Actively manages a dollar neutral portfolio of long and short positions in U.S. equities, investing primarily in low beta long positions and high beta short positions. The strategy targets the top 1,000 U.S. securities by market capitalization, maintaining sector neutrality as defined by GICS.
- Inception date
- September 13, 2011
- Fund family
- AGF Investments LLC
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
You've looked at BTAL. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-04