JOULCorgi High Voltage Grid Equipment ETF

Grow my moneyNewRanked #2,113 of 2,951 in this goal

Seeks capital appreciation.

By Corgi Funds · Launched 2026

Annual Cost

0.35%

#1,713 of 5,584 · low cost

Fund Size

$3M

#5,272 of 5,584 · small

Return (1Y)Goal

N/A

Track Record

1 month

#5,457 of 5,584 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,491+4.9%

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

Sector

Industrials

Focus

General Innovation

What it actually holds

By weight

Concentration

Top 10 holdings = 66.9% of fundconcentrated

GE Vernova IncGEV

13.0%

Eaton Corp PLCETN

12.0%

Dycom Industries IncDY

6.0%

nVent Electric PLCNVT

5.7%

Quanta Services IncPWR

5.6%

Forgent Power Solutions Inc Ordinary Shares - Class AFPS

5.2%

MYR Group IncMYRG

5.1%

Valmont Industries IncVMI

4.9%

MasTec IncMTZ

4.8%

Powell Industries IncPOWL

4.5%

Asset allocation

Stocks

98.4%

Cash

1.6%

By sector

Industrials

92.3%

Technology

7.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-11.1%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: Cboe BZX

Full fund details

Objective: Seeks capital appreciation.
Strategy: Actively manages a portfolio investing primarily in common stocks of companies materially involved in the manufacturing, engineering, and servicing of high voltage grid equipment and power transmission. Invests at least 80% of net assets in companies deriving significant revenues from these activities. The investable universe includes U.S. and foreign companies of any market capitalization. Employs bottom-up security selection combining fundamental analysis with thematic and quantitative screening.
Inception date: May 5, 2026
Fund family: Corgi Funds