FDRSFounder-Led ETF

Grow my moneyNewRanked #1,508 of 3,055 in this goal

Tracks the performance of the Founder-Led Index.

By Corgi Funds · Launched 2025

Annual Cost

0.49%

#2,575 of 6,040 · average

Fund Size

$66M

#3,460 of 6,040 · mid-size

Return (1Y)

N/A

Track Record

9 months

#5,036 of 6,040 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,377+3.8%

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

Index tracking

Index tracked

Founder-Led Index

Holdings

By weight

Concentration

Top 10 holdings = 57.8% of fundmoderately concentrated

Tesla Inc

10.1%

NVIDIA Corp

10.1%

Meta Platforms Inc

9.6%

Palantir Technologies Inc

7.2%

Oracle Corp

5.4%

Salesforce Inc

3.6%

Shopify Inc

3.3%

Blackstone Inc

3.0%

Blackrock Inc

3.0%

Arista Networks Inc

2.7%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Technology

52.8%

Financial Services

13.6%

Consumer Cyclical

12.8%

Communication

12.5%

Industrials

5.0%

Healthcare

2.7%

Basic Materials

0.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-21.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Tracks the performance of the Founder-Led Index.
Strategy: Uses a passive management approach to track the performance of the Founder-Led Index, which includes the top 50 founder-led publicly traded U.S. companies. The Index is maintained by Corgi Strategies, LLC and calculated by Solactive AG.
Inception date: December 29, 2025
Fund family: Corgi Funds