Annual Cost
—
Fund Size
—
Return (1Y)
N/A
Track Record
—
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 primarily invested in equity securities of U.S. listed companies across market capitalization levels. The Sub-Adviser uses a top-down approach to select individual stocks based on themes such as technology and innovation, consumer trends, and demographic shifts.
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save CGFS to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-19