Skip to content
Beacon

CNAVMohr Company Nav ETF

Grow my money#2727 of 2944 for Grow my money

Seeks to provide capital appreciation.

Mohrfunds · Since 2024 (1 year)

Annual Cost

1.31%

#5130 out of 5,332 ETFs

Fund Size

$34M

#3693 out of 5,332 ETFs

Dividend Yield

0.00%

Track Record

1 year

#3942 out of 5,332 ETFs

Performance

1 Year

+60.6%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
multi cap

Asset allocation

Stocks
100.0%

Sector breakdown

Industrials
35.8%
Technology
32.3%
Energy
7.5%
Consumer Cyclical
7.4%
Utilities
6.5%
Financial Services
3.7%
Basic Materials
3.5%
Consumer Defensive
3.4%

Top holdings

Western Digital CorpWDC6.8%
Tapestry IncTPR4.8%
Baker Hughes Co Class ABKR4.6%
Corning IncGLW4.5%
Comfort Systems USA IncFIX4.5%
Applied Materials IncAMAT4.0%
American Electric Power Co IncAEP3.9%
Woodward IncWWD3.8%
Tradeweb Markets IncTW3.7%
Caterpillar IncCAT3.6%

Risk profile

Volatility (1Y)

22.5%

High

Max drawdown

-30.1%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Similar ETFs

Data updated on 2026-05-05