HFEQUnlimited HFEQ Equity Long/Short ETF

Grow my moneyNewRanked #2,696 of 2,960 in this goal

Seeks capital appreciation.

By Unlimited · Launched 2025

Annual Cost

0.96%

#4,788 of 5,562 · expensive

Fund Size

$16M

#4,479 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

11 months

#4,573 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$13,463+34.6%

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

Classification

How Beacon categorizes this fund

Asset class

Alternative

Region

North america

Strategy

Long short

What it actually holds

By weight

Concentration

Top 10 holdings = 83.1% of fundconcentrated

First American Government Obli

24.3%

Vanguard US Momentum Factor ETF

13.4%

Vanguard Value ETF

8.1%

State Street Industrial Select

6.3%

Vanguard Russell 2000 ETF

6.2%

Vanguard Mid-Cap ETF

5.9%

State Street Utilities Select

5.5%

State Street SPDR S&P Homebuil

5.1%

iShares MSCI China ETF

4.9%

State Street SPDR S&P Retail E

3.3%

Asset allocation

Stocks

193.4%

Other

3.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

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

Where to buy

Listing

Exchange: NYSE Arca, New York Stock Exchange

Full fund details

Objective: Seeks capital appreciation.
Strategy: Actively managed fund targeting capital appreciation with a volatility level approximately double that of the Equity Long/Short sector. Invests primarily in long and short positions in ETFs and futures contracts, aiming for similar return characteristics to hedge funds while maintaining lower operating expenses.
Inception date: July 14, 2025
Fund family: Unlimited