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LVIGLongview Advantage Fixed Income ETF

Get incomeNewRanked #917 of 1,706 in this goal

Seeks long-term capital appreciation.

By Longview Funds · Launched 2026

Annual Cost

0.34%

#1,567 of 6,040 · low cost

Fund Size

$124M

#2,888 of 6,040 · mid-size

Return (1Y)

N/A

Track Record

6 months

#5,235 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,787-2.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Holdings

By weight

Concentration

Top 4 holdings = 100.0% of funddiversified through underlying funds

Avantis Core Fixed Income ETFAVIG
83.3%
BondBloxx Bloomberg SixMthTrgDurUSTrsETFXHLF
8.4%
F/m US Treasury 6 Month Bill ETFXBIL
8.3%
First American Government Obligs XFGXXX
0.0%

Asset allocation

Bonds
102.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-3.1%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

9.7 years

Credit ratings

US Government
48.3%
AAA
36.7%
AA
9.6%
A
34.1%
BBB
19.6%

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

Next steps

Save LVIG to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18