BVALBluemonte Large Cap Value ETF
Grow my money#948 of 2944 for Grow my money
Seeks to provide capital growth.
Bluemonte Funds · Since 2025 (11 months)
Annual Cost
0.24%
#983 out of 5,332 ETFs
Fund Size
$213M
#2073 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
large
Factor
value
Asset allocation
Stocks
98.7%
Cash
1.2%
Other
0.1%
Sector breakdown
Technology
18.2%
Financial Services
16.8%
Industrials
11.9%
Healthcare
11.9%
Consumer Cyclical
8.8%
Consumer Defensive
8.6%
Energy
7.4%
Communication
5.3%
Other
11.1%
Top holdings
State Street SPDR Port S&P 500 Val ETFSPYV34.4%
Schwab US Large-Cap Value ETF™SCHV29.9%
Vanguard Russell 1000 Value ETFVONV20.0%
State Street® SPDR® Port S&P 500® ETFSPYM14.9%
Risk profile
Volatility (1Y)
N/A
Max drawdown
-6.7%
Worst peak-to-trough loss
Sharpe (3Y)
N/A
Sortino (3Y)
N/A
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Data updated on 2026-05-05