CAMLCongress Large Cap Growth ETF

Grow my money2y track recordRanked #1,393 of 2,960 in this goal

Seeks long-term capital growth.

By Congress · Launched 2023

Annual Cost

0.65%

#3,297 of 5,562 · average

Fund Size

$386M

#1,778 of 5,562 · large

Return (1Y)Goal

+15.9%

Track Record

2 years

#3,121 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$11,625+16.3%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Factor

Growth

Sector

Information technology

What it actually holds

By weight

Concentration

Top 10 holdings = 40.7% of fundmoderately concentrated

NVIDIA Corp

6.5%

Apple Inc

5.3%

Alphabet Inc

4.6%

Arista Networks Inc

3.9%

Broadcom Inc

3.8%

Goldman Sachs Group Inc/The

3.8%

Microsoft Corp

3.5%

Meta Platforms Inc

3.3%

Amazon.com Inc

3.0%

TJX Cos Inc/The

2.9%

Asset allocation

Stocks

98.9%

Cash

1.1%

By sector

Technology

44.7%

Industrials

11.8%

Consumer Cyclical

10.0%

Communication

9.6%

Financial Services

8.7%

Healthcare

6.2%

Real Estate

2.4%

Consumer Defensive

2.4%

Other

4.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

15.3%Moderate

Year-on-year price swings

Max drawdown

-21.1%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 long-term capital growth.
Strategy: Invests primarily in large-cap equity securities, defined by the Russell 1000® Growth Index. Employs a bottom-up stock selection approach focusing on high-quality growth companies, with potential exposure to small- and mid-cap stocks and foreign equities.
Inception date: August 21, 2023
Fund family: Congress