BUYOKraneShares Man Buyout Beta Index ETF

Grow my money1y track recordRanked #2,792 of 2,960 in this goal

Seeks to provide investment results that track the price and yield performance of a specific equity securities index.

By KraneShares · Launched 2024

Annual Cost

0.89%

#4,486 of 5,562 · expensive

Fund Size

$16M

#4,503 of 5,562 · small

Return (1Y)Goal

+33.3%

Track Record

1 year

#3,877 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$13,420+34.2%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Smid

Strategy

Index tracking

Focus

Private Equity

Index tracked

Man Buyout Beta Index

What it actually holds

By weight

Concentration

Top 10 holdings = 10.7% of fund✓ well diversified

NEWS CORPORATION

1.2%

ENCOMPASS HEALTH CORPORATION

1.2%

AXIS CAPITAL HOLDINGS LIMITED

1.1%

DigitalOcean Holdings, Inc.

1.1%

Coherent Corp.

1.1%

ENERSYS

1.1%

JABIL INC.

1.1%

PENTAIR PUBLIC LIMITED COMPANY

1.0%

Elastic N.V.

0.9%

WAYFAIR INC.

0.9%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Technology

25.1%

Industrials

19.9%

Healthcare

13.2%

Consumer Cyclical

13.0%

Financial Services

9.4%

Basic Materials

8.5%

Communication

5.2%

Consumer Defensive

3.5%

Other

2.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

18.1%Moderate

Year-on-year price swings

Max drawdown

-28.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to provide investment results that track the price and yield performance of a specific equity securities index.
Strategy: Invests primarily in instruments in the Underlying Index, focusing on small- and mid-cap stocks with characteristics similar to private equity buyout funds. The Underlying Index screens for companies based on industry classification and fundamental metrics, and is market capitalization weighted.
Inception date: October 8, 2024
Fund family: KraneShares