FDRSFounder-Led ETF

Grow my moneyNewRanked #1,484 of 2,960 in this goal

Tracks the performance of the Founder-Led Index.

By Corgi Funds · Launched 2025

Annual Cost

0.49%

#2,404 of 5,562 · average

Fund Size

$94M

#3,010 of 5,562 · mid-size

Return (1Y)Goal

N/A

Track Record

6 months

#5,134 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$9,657-3.4%

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

Index tracking

Index tracked

Founder-Led Index

What it actually holds

By weight

Concentration

Top 10 holdings = 56.6% of fundmoderately concentrated

NVIDIA CorpNVDA

9.9%

Tesla IncTSLA

9.6%

Meta Platforms Inc Class AMETA

8.6%

Oracle CorpORCL

6.6%

Palantir Technologies Inc Ordinary Shares - Class APLTR

6.2%

Dell Technologies Inc Ordinary Shares - Class CDELL

4.2%

CrowdStrike Holdings Inc Class ACRWD

3.0%

Salesforce IncCRM

2.9%

Arista Networks IncANET

2.8%

First American Government Obligs XFGXXX

2.8%

Asset allocation

Stocks

97.2%

Cash

1.5%

Other

1.3%

By sector

Technology

51.0%

Communication

14.3%

Consumer Cyclical

14.2%

Financial Services

13.6%

Industrials

4.1%

Healthcare

2.3%

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

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Tracks the performance of the Founder-Led Index.
Strategy: Uses a passive indexing approach to track the Founder-Led Index, holding the top 50 founder-led publicly traded U.S. companies — those where an original founder still serves in a C-suite or equivalent key executive role. Constituents are weighted by free-float adjusted market capitalization (10% per-issuer cap) and reconstituted quarterly.
Inception date: December 29, 2025
Fund family: Corgi Funds