LRGGNomura Focused Large Growth ETF
Seeks growth of capital via a focused portfolio of large-capitalization U.S. growth-oriented equities.
By Nomura · Launched 2024
Annual Cost
0.45%
#2,239 of 5,861 · average
Fund Size
$264M
#2,129 of 5,861 · mid-size
Return (1Y)Goal
-3.2%
Track Record
2 years
#3,474 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$9,733-2.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 69.0% of fundconcentrated
NVIDIA Corp.
15.1%
Microsoft Corp.
11.7%
Apple, Inc.
8.7%
Amazon.com, Inc.
5.6%
Alphabet, Inc.
5.3%
Visa, Inc.
4.7%
Danaher Corp.
4.7%
Verisk Analytics, Inc.
4.6%
Intercontinental Exchange, Inc.
4.5%
Taiwan Semiconductor Manufacturing Co. Ltd.
4.2%
Asset allocation
Stocks
99.0%
Cash
1.1%
By sector
Technology
45.6%
Financial Services
18.1%
Industrials
12.5%
Healthcare
9.0%
Consumer Cyclical
7.9%
Communication
6.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.0%Moderate
Year-on-year price swings
Max drawdown
-19.0%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks growth of capital via a focused portfolio of large-capitalization U.S. growth-oriented equities.
- Strategy
- Actively manages a non-diversified, focused portfolio (typically 15-25 stocks) of large-capitalization growth-oriented companies selected by the Manager for durable competitive advantages and sustainable growth potential. Uses a two-sided qualitative + quantitative quality analysis (Franchise Growth Universe of ~100 names) with a 3-to-5-year IRR-based selection. Not an index fund; uses Russell 1000 Growth Index only as a market-cap reference.
- Inception date
- May 14, 2024
- Fund family
- Nomura
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Data updated on 2026-08-04