ENHUiShares Enhanced Large Cap Core Active ETF

Grow my moneyNewRanked #2,181 of 2,960 in this goal

Seeks to outperform the Russell 1000 Index.

By iShares · Launched 2025

Annual Cost

0.22%

#1,110 of 5,562 · low cost

Fund Size

$10M

#4,776 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

7 months

#4,939 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,374+13.7%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 37.7% of fund✓ well diversified

NVIDIA Corp

7.4%

Apple Inc

6.2%

Microsoft Corp

5.5%

Amazon.com Inc

4.1%

Alphabet Inc

3.3%

Meta Platforms Inc

2.8%

Broadcom Inc

2.5%

Alphabet Inc

2.5%

Tesla Inc

1.8%

Costco Wholesale Corp

1.5%

Asset allocation

Stocks

98.7%

Cash

1.3%

By sector

Technology

38.7%

Financial Services

11.7%

Consumer Cyclical

10.3%

Communication

10.1%

Industrials

9.3%

Healthcare

8.7%

Consumer Defensive

4.9%

Energy

2.8%

Other

3.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-9.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to outperform the Russell 1000 Index.
Strategy: Actively manages a portfolio of large cap equity securities, using proprietary return forecast models that incorporate quantitative analysis to identify mispricing. Primarily invests in securities included in the Russell 1000 Index.
Inception date: November 4, 2025
Fund family: iShares