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Beacon

DEMZDemocratic Large Cap Core ETF

Grow my money5y track recordRanked #1,657 of 3,055 in this goal

Seeks long-term capital appreciation.

By DEMZ · Launched 2020

Annual Cost

0.45%

#2,319 of 6,040 · average

Fund Size

$68M

#3,429 of 6,040 · mid-size

Return (1Y)

+16.5%

Track Record

5 years

#2,197 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,648+16.5%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Focus

Political

Holdings

By weight

Concentration

Top 10 holdings = 44.4% of fundmoderately concentrated

APPLE INC.
5.1%
NVIDIA CORPORATION
4.9%
MICROSOFT CORPORATION
4.8%
COSTCO WHOLESALE CORPORATION
4.6%
LOEWS CORPORATION
4.6%
LAM RESEARCH CORPORATION
4.3%
KLA CORPORATION
4.3%
AMPHENOL CORPORATION
4.3%
NORDSON CORPORATION
4.0%
XYLEM INC.
3.5%

Asset allocation

Stocks
99.4%
Cash
0.6%

By sector

Technology
45.4%
Communication
13.1%
Industrials
10.8%
Financial Services
8.1%
Consumer Cyclical
7.9%
Healthcare
6.2%
Consumer Defensive
5.1%
Real Estate
3.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.9%Moderate

Year-on-year price swings

Max drawdown
-27.2%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
1.06Strong risk-adjusted returns
Sortino (3Y)
1.53Good downside protection

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Invests principally in large capitalization companies that contribute to Democratic Party candidates while minimizing performance difference from the S&P 500. The Fund typically holds 40-60 companies, with significant exposure to the Information Technology sector.
Inception date
November 2, 2020
Fund family
DEMZ

Next steps

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Data updated on 2026-09-18