LSAFLeaderSharesTM AlphaFactor US Core Equity ETF
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%
#4,069 of 6,040 · expensive
Fund Size
$126M
#2,874 of 6,040 · mid-size
Return (1Y)
+25.7%
Track Record
7 years
#1,799 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,452+24.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Index tracked
AlphaFactor US Core Equity Index
Holdings
By weightConcentration
Top 10 holdings = 13.1% of funddiversified
RingCentral Inc Class ARNG
1.7%
UiPath Inc Class APATH
1.6%
Marathon Petroleum CorpMPC
1.3%
Valero Energy CorpVLO
1.2%
Zebra Technologies Corp Ordinary Shares - Class AZBRA
1.2%
IQVIA Holdings IncIQV
1.2%
Newmont CorpNEM
1.2%
Fox Corp Class AFOXA
1.2%
Coinbase Global Inc Ordinary Shares - Class ACOIN
1.2%
Lithia Motors Inc Class ALAD
1.2%
Asset allocation
Stocks
99.0%
Cash
1.0%
By sector
Consumer Cyclical
22.0%
Financial Services
20.1%
Technology
17.6%
Industrials
11.6%
Healthcare
9.2%
Basic Materials
5.2%
Communication
4.8%
Consumer Defensive
3.8%
Other
5.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.3%Moderate
Year-on-year price swings
Max drawdown
-42.5%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.97Decent risk-adjusted returns
Sortino (3Y)
1.45Good 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 2026-09-18