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FRWDNomura Transformational Technologies ETF

Grow my moneyNewRanked #1,474 of 2,999 in this goal

Seeks growth of capital.

By Nomura · Launched 2026

Annual Cost

0.65%

#3,433 of 5,861 · average

Fund Size

$285M

#2,053 of 5,861 · mid-size

Return (1Y)Goal

N/A

Track Record

7 months

#5,074 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$12,590+25.9%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Mid

Strategy

Active selection

Focus

General Innovation

What it actually holds

By weight

Concentration

Top 10 holdings = 58.1% of fundmoderately concentrated

NVIDIA Corp.
8.8%
Seagate Technology Holdings plc
7.2%
Advanced Micro Devices, Inc.
6.5%
Taiwan Semiconductor Manufacturing Co. Ltd.
6.1%
Lam Research Corp.
5.2%
Meta Platforms, Inc.
5.1%
Micron Technology, Inc.
5.0%
Broadcom, Inc.
4.9%
ASML Holding NV
4.7%
Netflix, Inc.
4.7%

Asset allocation

Stocks
99.6%
Cash
0.4%

By sector

Technology
75.7%
Consumer Cyclical
10.5%
Communication
8.9%
Industrials
5.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-18.5%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 growth of capital.
Strategy
Invests primarily in technology companies, emphasizing growth potential and applying a bottom-up stock selection process. May invest in companies of any size and includes foreign securities, focusing on emerging markets.
Inception date
January 12, 2026
Fund family
Nomura

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Data updated on 2026-08-04