Skip to content
Beacon

FIZYFitz-Gerald Must Have Portfolio and Options Overlay ETF

Get incomeNewRanked #1,657 of 1,711 in this goal

Seeks current income.

Launched 2026

Annual Cost

—

Fund Size

—

Return (1Y)

N/A

Track Record

1 month

#5,950 of 6,061 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,148+1.5%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Region

Global

Strategy

Option income

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-4.0%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 current income.
Strategy
Actively manages a portfolio primarily invested in large-cap equity securities selected through a proprietary Must Have Portfolio framework. Employs options strategies to generate income, including covered calls and cash-secured puts, while aiming for capital appreciation.
Inception date
August 4, 2026

Next steps

Save FIZY to compare it with other funds, or start building a portfolio.

See other funds for this goal

Data updated on 2026-09-20