DYTASGI Dynamic Tactical ETF
Seeks long-term capital appreciation.
By Summit Global Investments · Launched 2023
Annual Cost
1.32%
#5,639 of 5,861 · expensive
Fund Size
$103M
#2,973 of 5,861 · mid-size
Return (1Y)Goal
+13.0%
Track Record
3 years
#2,896 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,321+13.2%
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 = 126.0% of fund✓ diversified through underlying funds
SGI US Large Cap Core Equity E
30.5%
Mount Vernon Liquid Assets Portfolio, LLC
25.9%
iShares U.S. Real Estate ETF
14.2%
iShares Core S&P Mid-Cap ETF
14.0%
iShares MSCI USA Momentum Fact
13.4%
Vanguard Information Technolog
13.1%
Vanguard Total International S
5.2%
Schwab International Equity ET
4.8%
iShares MSCI ACWI ex U.S. ETF
4.7%
U.S. Bank Money Market Deposit AccountUSBFS04
0.1%
Asset allocation
Stocks
65.4%
Cash
34.6%
Other
0.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.8%Moderate
Year-on-year price swings
Max drawdown
-9.6%Mild
Worst peak-to-trough loss
Sharpe (3Y)
0.59Decent risk-adjusted returns
Sortino (3Y)
0.83Moderate downside risk
Bond profile
Credit ratings
AAA
2.0%
AA
77.8%
A
10.2%
BBB
10.1%
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio of securities in affiliated and unaffiliated ETFs and open-end mutual funds across U.S., foreign, and emerging markets equity. The Fund aims for long-term capital appreciation while managing risks through tactical exposure changes and fundamental analysis.
- Inception date
- March 29, 2023
- Fund family
- Summit Global Investments
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Data updated on 2026-08-04