HEFTHedgeye Fourth Turning ETF
Seeks long-term capital appreciation.
By Hedgeye Asset Management, LLC · Launched 2025
Annual Cost
0.70%
#3,803 of 6,040 · average
Fund Size
$103M
#3,062 of 6,040 · mid-size
Return (1Y)
N/A
Track Record
10 months
#4,904 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,543+5.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 50.6% of fundmoderately concentrated
State Street SPDR Bloomberg En
14.0%
Vanguard Total Stock Market ET
9.0%
VanEck Oil Services ETF
4.2%
State Street Energy Select Sec
4.1%
First American Government Obli
4.1%
iShares Future AI & Tech ETF
4.0%
SPDR Gold Shares
4.0%
State Street SPDR S&P Global I
3.0%
Vanguard FTSE Pacific ETF
2.3%
ROBO Global Robotics and Autom
2.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-9.2%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 long-term capital appreciation.
- Strategy
- Employs a long/short strategy to achieve long-term capital appreciation, maintaining up to 150% net assets in long positions and up to 50% in short positions across U.S. equities, fixed income, commodities, and currencies. The Fund is classified as non-diversified, focusing on sectors and themes expected to benefit from structural changes.
- Inception date
- November 20, 2025
- Fund family
- Hedgeye Asset Management, LLC
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18