FDATTactical Advantage ETF
Seeks long-term capital appreciation as its primary objective.
By Tactical Advantage · Launched 2023
Annual Cost
0.78%
#4,083 of 5,854 · expensive
Fund Size
$37M
#3,957 of 5,854 · small
Return (1Y)Goal
+10.0%
Track Record
3 years
#2,912 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,031+10.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 6 holdings = 100.0% of fund✓ diversified through underlying funds
First American Government Obli
47.0%
iShares 0-3 Month Treasury Bon
31.1%
iShares Ultra Short Duration B
10.2%
State Street Industrial Select
4.0%
iShares Expanded Tech-Software
4.0%
iShares Ethereum Trust ETF
3.7%
Asset allocation
Stocks
94.3%
Cash
5.7%
Other
0.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.5%Moderate
Year-on-year price swings
Max drawdown
-8.2%Mild
Worst peak-to-trough loss
Sharpe (3Y)
0.43Below average
Sortino (3Y)
0.60Moderate downside risk
Bond profile
Credit ratings
AAA
0.5%
AA
99.5%
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation as its primary objective.
- Strategy
- Actively manages a fund-of ETFs, primarily investing in U.S. equity securities and high-yield bonds. Adjusts cash allocation based on market trends to limit volatility and enhance returns.
- Inception date
- April 19, 2023
- Fund family
- Tactical Advantage
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Data updated on 2026-08-03