EDGEMRBL Enhanced Equity ETF
Seeks capital appreciation.
By MRBL Management, LLC · Launched 2025
Annual Cost
0.74%
#3,913 of 6,040 · average
Fund Size
$12M
#4,875 of 6,040 · small
Return (1Y)
+21.1%
Track Record
1 year
#4,028 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,200+2.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 9 holdings = 100.0% of fundconcentrated
SPY 03/20/2026 203.01 C
87.8%
SPY 03/20/2026 10010.01 P
14.5%
First American Government Obligations FundFGXXX
3.2%
SPY 03/20/2026 10.01 C
1.1%
SPY 03/20/2026 10010.01 C
0.0%
SPY 03/20/2026 10.01 P
0.0%
XSP 03/20/2026 706.01 C
-0.0%
SPX 03/20/2026 7060.01 C
-0.3%
SPY 03/20/2026 200.01 C
-6.0%
Asset allocation
Stocks
166.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.6%Moderate
Year-on-year price swings
Max drawdown
-99.9%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.45Below average
Sortino (3Y)
0.61Moderate downside risk
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Actively manages a portfolio to achieve up to 150% long exposure to large-capitalization U.S. equity securities while enhancing income through writing call options. The Fund invests at least 80% of net assets in equity securities and derivatives, utilizing leverage to magnify gains and losses.
- Inception date
- January 21, 2025
- Fund family
- MRBL Management, LLC
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18