LOHARoundhill HALO ETF
Tracks the total return performance of the Akros U.S. Heavy Assets Low Obsolescence (HALO) Index.
By Roundhill Investments · Launched 2026
Annual Cost
0.35%
#1,655 of 5,913 · low cost
Fund Size
$46M
#3,729 of 5,913 · mid-size
Return (1Y)Goal
N/A
Track Record
3 months
#5,496 of 5,913 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,981+9.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Index tracked
Akros US Heavy Assets Low Obsolescence (HALO) Index
What it actually holds
By weightConcentration
Top 10 holdings = 11.8% of fund✓ well diversified
Suncor Energy IncSU.TO
1.2%
Brinker International IncEAT
1.2%
Cenovus Energy IncCVE.TO
1.2%
Domino's Pizza IncDPZ
1.2%
Canadian Natural Resources LtdCNQ.TO
1.2%
CF Industries Holdings IncCF
1.2%
Lamb Weston Holdings IncLW
1.2%
Ross Stores IncROST
1.2%
Chevron CorpCVX
1.1%
Darling Ingredients IncDAR
1.1%
Asset allocation
Stocks
99.7%
Cash
0.3%
Other
0.0%
By sector
Industrials
32.6%
Consumer Cyclical
23.4%
Consumer Defensive
14.5%
Energy
14.3%
Basic Materials
10.5%
Healthcare
3.2%
Real Estate
1.0%
Technology
0.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-2.5%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
- Tracks the total return performance of the Akros U.S. Heavy Assets Low Obsolescence (HALO) Index.
- Strategy
- Invests at least 80% of total assets in common stock of U.S.-listed companies that are HALO Companies, using a full replication approach to track the HALO Index's total return performance. The Index focuses on companies anchored to tangible physical assets and is concentrated in the industrials sector.
- Inception date
- May 13, 2026
- Fund family
- Roundhill Investments
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Data updated on 2026-08-15