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JOULCorgi High Voltage Grid Equipment ETF

Grow my moneyNewRanked #2,018 of 3,014 in this goal

Seeks capital appreciation.

By Corgi Funds · Launched 2026

Annual Cost

0.35%

#1,655 of 5,913 · low cost

Fund Size

$9M

#4,933 of 5,913 · small

Return (1Y)Goal

N/A

Track Record

3 months

#5,437 of 5,913 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,521-4.8%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 65.1% of fundconcentrated

Eaton Corp PLCETN
13.6%
GE Vernova IncGEV
13.0%
Quanta Services IncPWR
5.8%
Arcosa IncACA
5.3%
nVent Electric PLCNVT
4.9%
Dycom Industries IncDY
4.5%
First American Government Obligs XFGXXX
4.5%
ESCO Technologies IncESE
4.5%
Hubbell IncHUBB
4.5%
Valmont Industries IncVMI
4.5%

Asset allocation

Stocks
95.5%
Cash
4.5%

By sector

Industrials
90.9%
Technology
9.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-21.9%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
Cboe BZX

Full fund details

Objective
Seeks capital appreciation.
Strategy
Actively manages a portfolio primarily invested in common stocks of companies involved in high voltage grid equipment and power transmission. Invests in U.S. and foreign companies across all market capitalizations, including large-, mid-, small-, and micro-cap companies.
Inception date
May 5, 2026
Fund family
Corgi Funds

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Data updated on 2026-08-15