LVIGLongview Advantage Fixed Income ETF
Seeks long-term capital appreciation.
By Longview Funds · Launched 2026
Annual Cost
0.34%
#1,522 of 5,861 · low cost
Fund Size
$114M
#2,872 of 5,861 · mid-size
Dividend YieldGoal
—
Track Record
5 months
#5,238 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$9,840-1.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 4 holdings = 90.9% of fund✓ diversified through underlying funds
Avantis Core Fixed Income ETFAVIG
81.8%
iShares Core US Aggregate Bond ETFAGG
4.6%
BondBloxx Bloomberg Two YrTrgDurUSTrsETFXTWO
4.5%
First American Government Obligs XFGXXX
0.0%
Asset allocation
Bonds
95.7%
Other
9.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-2.6%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Duration
4.4 years
Avg maturity
9.8 years
Credit ratings
US Government
37.4%
AAA
35.3%
AA
11.6%
A
32.9%
BBB
20.2%
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a fund of funds primarily investing in U.S. dollar-denominated investment grade fixed income securities, including corporate bonds and government obligations. Targets high expected returns based on yield curve analysis.
- Inception date
- March 9, 2026
- Fund family
- Longview Funds
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Data updated on 2026-08-04