CLCGCrossmark Large Cap Growth ETF
Seeks long-term capital appreciation.
By Crossmark Inc · Launched 2025
Annual Cost
0.50%
#2,667 of 5,861 · average
Fund Size
$29M
#4,193 of 5,861 · small
Return (1Y)Goal
+10.4%
Track Record
1 year
#4,499 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,131+11.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 66.4% of fundconcentrated
NVIDIA CORP
14.8%
APPLE INC
12.9%
ALPHABET INC-CL A
9.4%
MICROSOFT CORP
7.7%
BROADCOM INC
7.0%
VISA INC-CLASS A SHARES
3.3%
AMAZON.COM INC
3.2%
MASTERCARD INC - A
2.9%
KLA CORP
2.6%
ARISTA NETWORKS INC
2.5%
Asset allocation
Stocks
99.9%
Cash
0.1%
By sector
Technology
55.2%
Financial Services
13.8%
Communication
13.0%
Healthcare
7.1%
Consumer Cyclical
5.0%
Industrials
5.0%
Basic Materials
0.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
18.0%Moderate
Year-on-year price swings
Max drawdown
-16.3%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
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio of large-cap growth securities, investing at least 80% of net assets in companies included in the Russell 1000 Growth Index. Utilizes quantitative techniques and fundamental analysis to select securities with potential for earnings growth.
- Inception date
- July 22, 2025
- Fund family
- Crossmark Inc
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Data updated on 2026-08-04