LOPPGabelli Love Our Planet & People ETF
Seeks capital appreciation.
By Gabelli · Launched 2021
Annual Cost
0.90%
#4,877 of 6,040 · expensive
Fund Size
$15M
#4,731 of 6,040 · small
Return (1Y)
+12.9%
Track Record
5 years
#2,264 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,337+13.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 30.7% of funddiversified
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
97.7%
Cash
2.3%
By sector
Industrials
52.1%
Utilities
14.8%
Technology
10.2%
Basic Materials
6.8%
Consumer Cyclical
5.0%
Healthcare
3.0%
Real Estate
2.7%
Energy
2.6%
Other
2.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
17.3%Moderate
Year-on-year price swings
Max drawdown
-25.3%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.68Decent risk-adjusted returns
Sortino (3Y)
0.99Moderate 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 2026-09-18