KQQQKurv Technology Titans Select ETF

Diversifier1y track recordRanked #130 of 240 in this goal

Seeks maximum total return, consistent with prudent investment management.

By Kurv Investment Management Inc. · Launched 2024

Annual Cost

0.99%

#4,898 of 5,562 · expensive

Fund Size

$126M

#2,719 of 5,562 · mid-size

Return (1Y)Goal

+39.5%

Track Record

1 year

#3,694 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$13,932+39.3%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Strategy

Systematic alpha

Sector

Information technology

What it actually holds

By weight

Concentration

Top 8 holdings = 56.2% of fundmoderately concentrated

Alphabet Inc Class AGOOGL

11.8%

Amazon.com IncAMZN

10.1%

Broadcom IncAVGO

7.0%

Advanced Micro Devices IncAMD

6.7%

Intel CorpINTC

6.6%

Fidelity Inv MM Government IFIGXX

5.2%

Meta Platforms Inc Class AMETA

4.5%

Apple IncAAPL

4.2%

Asset allocation

Stocks

79.6%

Bonds

10.8%

Cash

8.2%

Other

1.5%

By sector

Technology

50.8%

Communication

28.7%

Consumer Cyclical

17.9%

Industrials

2.5%

Healthcare

0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

19.3%Moderate

Year-on-year price swings

Max drawdown

-26.2%Moderate

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: NASDAQ Global Select Market

Full fund details

Objective: Seeks maximum total return, consistent with prudent investment management.
Strategy: Actively invests primarily in equity securities and derivatives of U.S. and non-U.S. technology companies with market caps over $10 billion. The strategy includes selecting companies with favorable growth or momentum outlooks and may involve options for income generation.
Inception date: July 22, 2024
Fund family: Kurv Investment Management Inc.