LCTOKurv U.S. Large Cap TaxOptimized ETF
Seeks to maximize total return and risk-adjusted after-tax current income.
By Kurv Investment Management LLC · Launched 2026
Annual Cost
0.70%
#3,728 of 5,935 · average
Fund Size
$0.5M
#5,768 of 5,935 · small
Return (1Y)Goal
N/A
Track Record
1 month
#5,822 of 5,935 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,221+2.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 7 holdings = 94.4% of fund✓ diversified through underlying funds
iShares Core S&P 500 ETFIVV
40.6%
PIMCO Short Term Municipal Bond Actv ETFSMMU
17.2%
Stt Strt® SPDR® Nuveen ICE HY Muncpl ETFHYMB
16.6%
VanEck High Yield Muni ETFHYD
8.2%
PIMCO Intermediate Municipal Bd Actv ETFMUNI
5.7%
iShares National Muni Bond ETFMUB
3.7%
PIMCO Muncpl Income Oppos Act Ex-TrdMINO
2.4%
Asset allocation
Bonds
52.8%
Stocks
39.9%
Cash
7.4%
By sector
Technology
37.9%
Financial Services
12.3%
Communication
9.6%
Healthcare
9.2%
Consumer Cyclical
9.1%
Industrials
8.2%
Consumer Defensive
4.7%
Energy
3.4%
Other
5.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-3.9%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 to maximize total return and risk-adjusted after-tax current income.
- Strategy
- Invests primarily in U.S. Large Cap Equity Securities and U.S. Large Cap ETFs to exceed the total return of the S&P 500 Index. The Fund actively manages Fixed Income Instruments in a tax-optimized manner to enhance total return.
- Inception date
- July 6, 2026
- Fund family
- Kurv Investment Management LLC
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Data updated on 2026-08-20