CVSMCresAlta Small and Mid-Cap ETF
Seeks long-term capital appreciation and income generation.
By CresAlta Investment Management, Inc. · Launched 2026
Annual Cost
0.55%
#2,812 of 5,694 · average
Fund Size
$93M
#3,022 of 5,694 · mid-size
Return (1Y)Goal
N/A
Track Record
2 months
#5,521 of 5,694 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,372+3.7%
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 = 30.8% of fund✓ well diversified
Morgan Stanley Instl Lqudty Govt InstlMVRXX
5.4%
BorgWarner IncBWA
4.0%
ArcBest CorpARCB
3.5%
Sensata Technologies Holding PLCST
2.8%
Dynatrace Inc Ordinary SharesDT
2.7%
Huntington Ingalls Industries IncHII
2.6%
Viatris IncVTRS
2.5%
Lear CorpLEA
2.5%
Bunge Global SABG
2.5%
First Horizon CorpFHN
2.4%
Asset allocation
Stocks
94.5%
Cash
5.5%
By sector
Financial Services
20.4%
Industrials
16.5%
Consumer Cyclical
15.3%
Basic Materials
9.7%
Technology
8.5%
Healthcare
8.0%
Real Estate
6.1%
Consumer Defensive
4.8%
Other
10.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-3.4%Mild
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 and income generation.
- Strategy
- Actively manages a portfolio investing at least 80% in equity securities of SMID companies, primarily listed in the U.S. The Adviser selects 40-60 companies based on low valuations and improving fundamentals, avoiding concentration in any one company or industry.
- Inception date
- May 15, 2026
- Fund family
- CresAlta Investment Management, Inc.
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Data updated on 2026-07-10