LEXIAlexis Practical Tactical ETF
Seeks total return primarily through long-term capital appreciation, with income and capital preservation as secondary objectives.
By Alexis Practical Tactical · Launched 2021
Annual Cost
1.00%
#5,360 of 6,040 · expensive
Fund Size
$191M
#2,498 of 6,040 · mid-size
Return (1Y)
+18.6%
Track Record
5 years
#2,373 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,825+18.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeStrategy
Option income
Holdings
By weightConcentration
Top 10 holdings = 55.4% of funddiversified through underlying funds
iShares MSCI International Mom
6.4%
iShares MSCI USA Momentum Fact
5.9%
Xtrackers MSCI EAFE Hedged Equ
5.8%
State Street SPDR S&P MidCap 4
5.7%
Vanguard Dividend Appreciation
5.6%
JPMorgan Ultra-Short Income ET
5.3%
PIMCO Enhanced Short Maturity
5.3%
Vanguard Mega Cap Growth ETF
5.2%
State Street SPDR Dow Jones In
5.2%
U.S. Bank Money Market Deposit AccountUSBFS04
5.0%
Asset allocation
Stocks
75.6%
Bonds
34.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
11.5%Moderate
Year-on-year price swings
Max drawdown
-22.0%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
1.11Strong risk-adjusted returns
Sortino (3Y)
1.67Good downside protection
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks total return primarily through long-term capital appreciation, with income and capital preservation as secondary objectives.
- Strategy
- The Fund has flexibility to allocate assets among equity, fixed income, commodities, and real estate, investing primarily in other ETFs. It targets 70% equity and 30% fixed income, with exposure to developed and emerging markets, including frontier markets.
- Inception date
- June 30, 2021
- Fund family
- Alexis Practical Tactical
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save LEXI to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18