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CCNRALPS/CoreCommodity Natural Resources ETF

Grow my money2y track recordRanked #1,025 of 2,998 in this goal

Seeks to maximize real returns, consistent with prudent investment management.

By ALPS · Launched 2024

Annual Cost

0.39%

#1,918 of 5,861 · low cost

Fund Size

$364M

#1,844 of 5,861 · large

Return (1Y)Goal

+53.0%

Track Record

2 years

#3,586 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$15,099+51.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 11.4% of fundwell diversified

Nutrien Ltd
1.7%
Equinor Asa
1.2%
Eni Spa
1.2%
Kubota Corp
1.2%
Inpex Corp
1.1%
Boliden Ab
1.1%
Bhp Group Ltd
1.0%
Sm Energy Co
1.0%
Yara International Asa
1.0%
Patterson-uti Energy Inc
1.0%

Asset allocation

Stocks
99.6%
Cash
0.4%

By sector

Energy
34.8%
Basic Materials
34.2%
Utilities
9.5%
Consumer Defensive
8.6%
Industrials
7.8%
Technology
4.8%
Consumer Cyclical
0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
18.7%Moderate

Year-on-year price swings

Max drawdown
-20.1%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks to maximize real returns, consistent with prudent investment management.
Strategy
Invests primarily in equity securities of natural resources companies, including energy, agriculture, base metals, and precious metals. Employs an actively managed quantitative approach to analyze underlying businesses and commodities, with allocations across all market capitalizations and foreign markets, including emerging markets.
Inception date
July 10, 2024
Fund family
ALPS

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Data updated on 2026-08-05