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%
#5,812 of 6,040 · expensive
Fund Size
$301M
#2,079 of 6,040 · mid-size
Return (1Y)
-19.1%
Track Record
15 years
#906 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$8,296-17.0%
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
Holdings
By weightConcentration
Top 10 holdings = 5.0% of funddiversified
N/A
0.9%
CF Industries Holdings, Inc.
0.5%
Murphy USA, Inc.
0.5%
Occidental Petroleum Corp.
0.5%
Akamai Technologies, Inc.
0.5%
Guidewire Software, Inc.
0.5%
Antero Resources Corp.
0.5%
CCC Intelligent Solutions Holdings, Inc.
0.4%
Exxon Mobil Corp.
0.4%
Range Resources Corp.
0.4%
Asset allocation
Cash
91.8%
Stocks
8.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
23.8%High
Year-on-year price swings
Max drawdown
-52.7%Severe
Worst peak-to-trough loss
Sharpe (3Y)
-0.59Below average
Sortino (3Y)
-0.82Moderate 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
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Data updated on 2026-09-18