LDRXSGI Enhanced Market Leaders ETF
Seeks capital appreciation and current income.
By Summit Global Investments · Launched 2025
Annual Cost
0.59%
#3,222 of 6,040 · average
Fund Size
$254M
#2,247 of 6,040 · mid-size
Return (1Y)
+16.5%
Track Record
1 year
#4,296 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,651+16.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 53.7% of fundmoderately concentrated
NVIDIA Corp
10.5%
Apple Inc
9.4%
Alphabet Inc
7.9%
Microsoft Corp
7.0%
Amazon.com Inc
4.9%
Broadcom Inc
3.6%
Meta Platforms Inc
3.4%
Tesla Inc
2.7%
Berkshire Hathaway Inc
2.3%
Eli Lilly & Co
2.0%
Asset allocation
Stocks
99.4%
Cash
0.4%
Other
0.2%
By sector
Technology
44.5%
Communication
12.5%
Financial Services
11.1%
Consumer Cyclical
9.7%
Healthcare
8.8%
Industrials
4.9%
Consumer Defensive
4.7%
Energy
2.4%
Other
1.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.9%Moderate
Year-on-year price swings
Max drawdown
-10.6%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
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks capital appreciation and current income.
- Strategy
- Actively manages a portfolio primarily invested in large-capitalization companies, focusing on market leaders. Utilizes options strategies to generate current income and enhance yield, while investing primarily in common stocks traded in the U.S.
- Inception date
- May 2, 2025
- Fund family
- Summit Global Investments
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Data updated on 2026-09-18