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LOPPGabelli Love Our Planet & People ETF

Grow my money5y track recordRanked #2,700 of 2,998 in this goal

Seeks capital appreciation.

By Gabelli · Launched 2021

Annual Cost

0.90%

#4,723 of 5,861 · expensive

Fund Size

$16M

#4,602 of 5,861 · small

Return (1Y)Goal

+21.4%

Track Record

5 years

#2,243 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,323+23.2%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Focus

ESG

What it actually holds

By weight

Concentration

Top 10 holdings = 30.7% of fundwell diversified

GE Vernova Inc.
4.0%
Idacorp Inc
3.4%
Cameco Corporation
3.2%
Crown Holdings Inc
3.2%
Cummins Inc.
3.1%
Weyerhaeuser Company
2.9%
WASTE CONNECTIONS INC
2.9%
Xylem, Inc.
2.8%
Valmont Industries, Inc.
2.6%
NEXTPOWER INC
2.6%

Asset allocation

Stocks
96.5%
Cash
3.5%

By sector

Industrials
50.1%
Utilities
16.5%
Technology
8.5%
Basic Materials
6.2%
Consumer Cyclical
4.5%
Energy
3.8%
Healthcare
3.4%
Real Estate
3.1%
Other
3.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
17.2%Moderate

Year-on-year price swings

Max drawdown
-25.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.62Decent risk-adjusted returns
Sortino (3Y)
0.90Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks capital appreciation.
Strategy
Invests primarily in U.S. exchange-listed common and preferred stocks of companies that meet sustainability guidelines, with a focus on those trading at a material discount to their private market value. May also invest in foreign securities via American Depositary Receipts.
Inception date
January 29, 2021
Fund family
Gabelli

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Data updated on 2026-08-04