LPSVLone Peak SMID Value ETF

Seeks long-term capital appreciation.

Annual Cost

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Fund Size

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Return (1Y)

N/A

Track Record

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What's inside

How Beacon categorizes this fund

Asset class

Region

Cap

Smid

Strategy

Active selection

Factor

Value

Objective: Seeks long-term capital appreciation.
Strategy: Actively manages a portfolio primarily invested in equity securities of U.S. small- and mid-cap value companies, focusing on Durable Value and Dynamic Value opportunities. May invest up to 10% in international securities, including emerging markets, and concentrates in financials and industrials sectors.

Same asset class, closest by strategy & exposure

EPSV

Harbor SMID Cap Value ETF

BCSM

Baron SMID Cap ETF

FSCS

First Trust SMID Capital Strength ETF

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Data updated on 2026-09-16