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LSAFLeaderSharesTM AlphaFactor US Core Equity ETF

Grow my money7y track recordRanked #1,789 of 2,992 in this goal

Seeks investment results that correspond generally to the performance of the AlphaFactor US Core Equity Index.

By Redwood Investment Management, LLC · Launched 2018

Annual Cost

0.75%

#3,918 of 5,854 · average

Fund Size

$161M

#2,539 of 5,854 · mid-size

Return (1Y)Goal

+27.8%

Track Record

7 years

#1,785 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$13,002+30.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Index tracked

AlphaFactor US Core Equity Index

What it actually holds

By weight

Concentration

Top 10 holdings = 14.8% of fundwell diversified

Dell Technologies Inc Ordinary Shares - Class CDELL
2.3%
Western Digital CorpWDC
2.2%
TD Synnex CorpSNX
1.5%
Crocs IncCROX
1.3%
Credit Acceptance CorpCACC
1.3%
ON Semiconductor CorpON
1.3%
F5 IncFFIV
1.3%
West Pharmaceutical Services IncWST
1.2%
YETI Holdings IncYETI
1.2%
JB Hunt Transport Services IncJBHT
1.2%

Asset allocation

Stocks
98.2%
Cash
1.8%

By sector

Consumer Cyclical
23.3%
Technology
17.8%
Financial Services
17.5%
Industrials
14.9%
Healthcare
8.8%
Consumer Defensive
6.7%
Energy
5.2%
Basic Materials
3.1%
Other
2.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.4%Moderate

Year-on-year price swings

Max drawdown
-42.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.93Decent risk-adjusted returns
Sortino (3Y)
1.40Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond generally to the performance of the AlphaFactor US Core Equity Index.
Strategy
Invests primarily in a diversified portfolio of U.S. common stocks included in the Index, utilizing a passive indexing approach to replicate the performance of the Index. Focuses on the largest 1,000 U.S. common stocks, including both large- and mid-cap companies, and may concentrate in sectors such as information technology, industrials, consumer discretionary, and financials.
Inception date
October 1, 2018
Fund family
Redwood Investment Management, LLC

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Data updated on 2026-08-03