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LFSCF/m Emerald Life Sciences Innovation ETF

Grow my money1y track recordRanked #1,887 of 2,992 in this goal

Seeks long-term capital appreciation.

By Emerald Mutual Fund Advisers Trust · Launched 2024

Annual Cost

0.54%

#2,850 of 5,854 · average

Fund Size

$122M

#2,803 of 5,854 · mid-size

Return (1Y)Goal

+87.5%

Track Record

1 year

#3,820 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$18,804+88.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Focus

Biotech & Genomics

What it actually holds

By weight

Concentration

Top 10 holdings = 52.5% of fundmoderately concentrated

Cogent Biosciences Inc
9.0%
LivaNova PLC
7.4%
TransMedics Group Inc
5.3%
Mirum Pharmaceuticals Inc
4.8%
Travere Therapeutics Inc
4.6%
Spyre Therapeutics Inc
4.4%
United Therapeutics Corp
4.4%
Guardant Health Inc
4.3%
WaVe Life Sciences Ltd
4.2%
Savara Inc
4.0%

Asset allocation

Stocks
99.4%
Bonds
0.7%

By sector

Healthcare
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
27.3%High

Year-on-year price swings

Max drawdown
-29.7%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 long-term capital appreciation.
Strategy
Actively manages a portfolio primarily invested in equity securities of life science companies, focusing on innovative growth opportunities. Invests at least 80% of net assets in U.S. life science companies, including biotechnology, pharmaceuticals, and healthcare services.
Inception date
October 30, 2024
Fund family
Emerald Mutual Fund Advisers Trust

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Data updated on 2026-08-03