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FTWOStrive Natural Resources and Security ETF

Grow my money2y track recordRanked #1,620 of 2,999 in this goal

Tracks the total return performance of the Bloomberg Natural Resources & Security Index.

By Strive AM · Launched 2023

Annual Cost

0.49%

#2,480 of 5,861 · average

Fund Size

$73M

#3,280 of 5,861 · mid-size

Return (1Y)Goal

+20.0%

Track Record

2 years

#3,055 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,969+19.7%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Sector

Materials

Index tracked

Bloomberg Natural Resources & Security Index

What it actually holds

By weight

Concentration

Top 10 holdings = 54.7% of fundmoderately concentrated

Deere & CoDE
9.6%
Exxon Mobil CorpXOM
8.8%
Constellation Energy CorpCEG
8.3%
Chevron CorpCVX
4.8%
Cameco CorpCCO CN
4.5%
GE AEROSPACEGE
4.2%
Corteva IncCTVA
3.9%
RTX CorpRTX
3.8%
Newmont CorpNEM
3.7%
Agnico Eagle Mines LtdAEM CN
3.2%

Asset allocation

Stocks
99.6%
Cash
0.3%
Other
0.0%

By sector

Industrials
37.5%
Basic Materials
26.5%
Energy
24.3%
Utilities
10.6%
Consumer Defensive
1.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
19.0%Moderate

Year-on-year price swings

Max drawdown
-18.2%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
New York Stock Exchange

Full fund details

Objective
Tracks the total return performance of the Bloomberg Natural Resources & Security Index.
Strategy
Invests primarily in large- and mid-cap U.S. and Canadian companies in the Natural Resources and Security Sectors, using a passive indexing approach to replicate the Bloomberg Natural Resources & Security Index. The Fund may use a replication or representative sampling strategy to achieve its investment objective.
Inception date
August 30, 2023
Fund family
Strive AM

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Data updated on 2026-08-04