FITZFitz-Gerald Must Have Portfolio(R) ETF
Seeks total returns.
Launched 2026
Annual Cost
—
#5,731 of 5,731 · expensive
Fund Size
—
#5,731 of 5,731 · small
Return (1Y)Goal
N/A
Track Record
2 months
#5,553 of 5,731 · young
Performance
Total-return NAV · USDGrowth of $10,000
$9,596-4.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundRisk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-7.4%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 total returns.
- Strategy
- Actively manages a portfolio primarily invested in equity securities of large-cap companies selected using a proprietary "Must Have Portfolio ® " framework. Employs a thematic investment process to identify companies positioned to benefit from long-term structural changes across multiple sectors.
- Inception date
- May 28, 2026
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Data updated on 2026-07-15