LGHTLangar Global Healthtech ETF

Grow my money2y track recordRanked #2,782 of 2,960 in this goal

Seeks long-term growth of capital.

By Langar Funds · Launched 2024

Annual Cost

0.85%

#4,336 of 5,562 · expensive

Fund Size

$2M

#5,296 of 5,562 · small

Return (1Y)Goal

-18.6%

Track Record

2 years

#3,399 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$8,157-18.4%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Strategy

Active selection

Sector

Health care

What it actually holds

By weight

Concentration

Top 10 holdings = 71.2% of fundconcentrated

Intuitive Surgical I

14.4%

UMB MONEY MARKETAMBXX

13.5%

Siemens Healthineers

8.6%

ResMed Inc

6.4%

IQVIA Holdings Inc

5.2%

Veeva Systems Inc

5.0%

GE HealthCare

4.6%

DEXCOM INC COM

4.6%

Insulet Corp

4.5%

Koninklijke Philips

4.4%

Asset allocation

Stocks

97.0%

Cash

3.0%

By sector

Healthcare

100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

18.7%Moderate

Year-on-year price swings

Max drawdown

-28.6%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: NYSE Arca

Full fund details

Objective: Seeks long-term growth of capital.
Strategy: Invests primarily in U.S. and foreign exchange-listed healthcare technology companies. Uses a proprietary selection process focusing on companies that develop technology to improve healthcare efficiency, addressing key pain points for stakeholders.
Inception date: January 11, 2024
Fund family: Langar Funds