FMTMMarketDesk Focused U.S. Momentum ETF

Grow my money1y track recordRanked #1,254 of 2,960 in this goal

Seeks long-term capital appreciation.

By MarketDesk · Launched 2025

Annual Cost

0.45%

#2,223 of 5,562 · average

Fund Size

$162M

#2,482 of 5,562 · mid-size

Return (1Y)Goal

+64.7%

Track Record

1 year

#4,255 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$16,486+64.9%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

Factor

Momentum

What it actually holds

By weight

Concentration

Top 10 holdings = 34.5% of fund✓ well diversified

Nucor CorpNUE

3.5%

FedEx CorpFDX

3.5%

TechnipFMC PLCFTI

3.5%

Mueller Industries IncMLI

3.5%

Alphabet IncGOOG

3.5%

Reliance IncRS

3.4%

OneMain Holdings IncOMF

3.4%

Viatris IncVTRS

3.4%

New York Times Co/TheNYT

3.4%

Cummins IncCMI

3.4%

Asset allocation

Stocks

99.9%

Cash

0.1%

Other

0.0%

By sector

Technology

50.1%

Industrials

19.9%

Healthcare

13.2%

Financial Services

6.5%

Energy

3.4%

Communication

3.4%

Basic Materials

3.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

23.9%High

Year-on-year price swings

Max drawdown

-12.1%Mild

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: Seeks long-term capital appreciation.
Strategy: Actively managed ETF using a proprietary quantitative methodology to select U.S. equity securities with the highest relative momentum. Focuses on stocks with strong recent price performance.
Inception date: March 19, 2025
Fund family: MarketDesk