LVIGLongview Advantage Fixed Income ETF

Get incomeNewRanked #918 of 1,622 in this goal

Seeks long-term capital growth.

By Longview Funds · Launched 2026

Annual Cost

0.34%

#1,585 of 5,562 · low cost

Fund Size

$103M

#2,909 of 5,562 · mid-size

Dividend YieldGoal

—

Track Record

3 months

#5,292 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$9,938-0.6%

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

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 2 holdings = 100.0% of fundconcentrated

Avantis Core Fixed Income ETFAVIG

100.0%

First American Government Obligs XFGXXX

0.0%

Asset allocation

Bonds

105.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (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

4.5 years

Avg maturity

9.8 years

Credit ratings

US Government

36.3%

AAA

38.7%

3.7%

36.3%

BBB

21.3%

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks long-term capital growth.
Strategy: Actively managed ETF investing primarily in equity securities, including common and preferred stocks. Focuses on U.S. issuers but may include foreign securities via ADRs, emphasizing companies with strong capital appreciation potential.
Inception date: March 9, 2026
Fund family: Longview Funds