MCVTMiller Convertible Growth ETF
Seeks to maximize total return comprising current income and capital appreciation while preserving capital.
Launched 2026
Annual Cost
0.85%
#4,780 of 6,166 · expensive
Fund Size
—
Return (1Y)
N/A
Track Record
6 months
#5,276 of 6,166 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,024+10.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 35.0% of funddiversified
BRIDGEBIO PHARMA INC
3.9%
TRANSMEDICS GROUP INC
3.7%
MKS INC
3.7%
COHU INC
3.6%
CYBERARK SOFTWARE LTD
3.6%
UBER TECHNOLOGIES INC
3.5%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC
3.3%
NOVA LTD
3.3%
LIGAND PHARMACEUTICALS INC
3.2%
AVNET INC
3.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-5.8%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to maximize total return comprising current income and capital appreciation while preserving capital.
- Strategy
- Actively manages a portfolio of convertible bonds to maximize total return, focusing on U.S. companies. The strategy includes minimizing volatility and preserving capital through various methods, such as investing in bonds with put provisions and short maturities.
- Inception date
- March 25, 2026
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-30