HFEQUnlimited HFEQ Equity Long/Short ETF
Seeks capital appreciation.
By Unlimited · Launched 2025
Annual Cost
0.96%
#5,141 of 6,040 · expensive
Fund Size
$19M
#4,588 of 6,040 · small
Return (1Y)
+18.1%
Track Record
1 year
#4,490 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,743+17.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 81.9% of funddiversified through underlying funds
First American Government Obli
24.5%
Vanguard Value ETF
11.9%
State Street Energy Select Sec
7.0%
State Street Utilities Select
7.0%
State Street Materials Select
6.5%
State Street SPDR S&P Retail E
6.3%
Vanguard Russell 2000 ETF
5.8%
State Street Industrial Select
5.5%
N/AMESH6
4.0%
State Street SPDR S&P Biotech
3.5%
Asset allocation
Stocks
171.8%
Other
9.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
22.1%High
Year-on-year price swings
Max drawdown
-12.5%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, New York Stock Exchange
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Actively manages a portfolio targeting capital appreciation by taking long and short positions in Underlying ETFs and futures contracts, aiming for higher volatility than the Equity Long/Short sector. The Fund invests primarily in equity securities and may also use swap agreements to achieve its investment objectives.
- Inception date
- July 14, 2025
- Fund family
- Unlimited
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save HFEQ to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18