FMTMMarketDesk Focused U.S. Momentum ETF

Grow my money1y track recordRanked #1,054 of 3,055 in this goal

Seeks long-term capital appreciation.

By MarketDesk · Launched 2025

Annual Cost

0.45%

#2,319 of 6,040 · average

Fund Size

$278M

#2,167 of 6,040 · mid-size

Return (1Y)

+32.4%

Track Record

1 year

#4,178 of 6,040 · young

Performance

Total-return NAV · USD

Growth of $10,000

$13,286+32.9%

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

Multi cap

Strategy

Active selection

Factor

Momentum

Holdings

By weight

Concentration

Top 10 holdings = 34.4% of funddiversified

Quanta Services IncPWR

3.7%

Ciena CorpCIEN

3.6%

Element Solutions IncESI

3.5%

Vertiv Holdings CoVRT

3.4%

Comfort Systems USA IncFIX

3.4%

Valero Energy CorpVLO

3.4%

Cisco Systems IncCSCO

3.4%

Corning IncGLW

3.4%

MasTec IncMTZ

3.4%

Littelfuse IncLFUS

3.4%

Asset allocation

Stocks

99.8%

Cash

0.2%

Other

0.1%

By sector

Technology

50.0%

Industrials

19.0%

Financial Services

13.0%

Healthcare

9.5%

Real Estate

5.8%

Consumer Cyclical

2.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

27.0%High

Year-on-year price swings

Max drawdown

-15.4%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: Seeks long-term capital appreciation.
Strategy: Actively manages a portfolio of U.S. equity securities with a market capitalization of greater than $1 billion, focusing on those demonstrating positive momentum. Employs a multi-step, quantitative methodology to identify and rank securities based on price momentum and financial health metrics.
Inception date: March 19, 2025
Fund family: MarketDesk