Annual Cost
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Fund Size
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Return (1Y)Goal
N/A
Track Record
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What's inside
How Beacon categorizes this fundListing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio of U.S. exchange-traded large-cap equity securities with market capitalizations over $50 billion, focusing on high-quality companies with strong financial health and growth potential. The Sub-Adviser employs a research-driven approach to identify firms that can deliver attractive risk-adjusted returns over a 3–5 year horizon.
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Data updated on 2026-07-11