KQQQKurv Technology Titans Select ETF

Diversifier2y track recordRanked #138 of 281 in this goal

Seeks maximum total return, consistent with prudent investment management.

By Kurv Investment Management LLC · Launched 2024

Annual Cost

0.99%

#5,284 of 6,040 · expensive

Fund Size

$126M

#2,872 of 6,040 · mid-size

Return (1Y)

+15.0%

Track Record

2 years

#3,616 of 6,040 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$11,641+16.4%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Option income

Holdings

By weight

Concentration

Top 10 holdings = 71.9% of fundconcentrated

Alphabet Inc

14.0%

TREASURY BILL

10.5%

Amazon.com Inc

9.6%

Broadcom Inc

7.5%

TREASURY BILL

6.4%

Apple Inc

6.0%

Meta Platforms Inc

5.6%

TREASURY BILL

4.7%

Intel Corp

4.2%

Tesla Inc

3.5%

Asset allocation

Stocks

76.6%

Bonds

16.1%

Cash

7.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

20.0%Moderate

Year-on-year price swings

Max drawdown

-26.1%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: NASDAQ Global Select Market

Full fund details

Objective: Seeks maximum total return, consistent with prudent investment management.
Strategy: Actively manages a portfolio primarily invested in equity securities of U.S. and non-U.S. technology companies with market capitalizations over $10 billion. The Fund employs a variety of strategies including covered call writing and synthetic long exposure to enhance returns.
Inception date: July 22, 2024
Fund family: Kurv Investment Management LLC