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FFOXFundX Future Fund Opportunities ETF

Grow my money1y track recordRanked #2,242 of 2,998 in this goal

Seeks capital appreciation.

By Fund X · Launched 2025

Annual Cost

1.02%

#5,270 of 5,861 · expensive

Fund Size

$240M

#2,214 of 5,861 · mid-size

Return (1Y)Goal

+12.1%

Track Record

1 year

#4,348 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,349+13.5%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Smid

Strategy

Active selection

Focus

ESG, General Innovation

What it actually holds

By weight

Concentration

Top 10 holdings = 26.8% of fundwell diversified

First American Government Obli
6.0%
TechnipFMC PLC
3.3%
Millicom International Cellula
3.1%
Globus Medical Inc
2.3%
Ionis Pharmaceuticals Inc
2.2%
Guardant Health Inc
2.2%
BWX Technologies Inc
2.0%
Halozyme Therapeutics Inc
2.0%
Advanced Drainage Systems Inc
1.9%
Onto Innovation Inc
1.9%

Asset allocation

Stocks
97.4%
Cash
2.8%

By sector

Industrials
25.6%
Technology
22.0%
Healthcare
20.8%
Consumer Cyclical
12.1%
Financial Services
7.5%
Consumer Defensive
5.0%
Basic Materials
3.6%
Communication
2.1%
Other
1.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
17.9%Moderate

Year-on-year price swings

Max drawdown
-12.4%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks capital appreciation.
Strategy
Actively manages a portfolio of U.S. exchange-listed equity securities and ADRs of small to mid-cap companies, focusing on thematic winners positioned to benefit from long-term megatrends. Investments may include common stock, preferred stock, ETFs, and foreign securities in both developed and emerging markets.
Inception date
June 9, 2025
Fund family
Fund X

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Data updated on 2026-08-04