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MDAAMyriad Dynamic Asset Allocation ETF

Grow my moneyDiversifierNewRanked #142 of 266 in this goal

Seeks to outperform the Bloomberg World EQ:FI 60:40 Index over the long term, with a secondary objective of capital preservation.

By Myriad Asset Management Advisors LLC · Launched 2025

Annual Cost

0.97%

#5,024 of 5,854 · expensive

Fund Size

$459M

#1,656 of 5,854 · large

Return (1Y)Goal

N/A

Track Record

10 months

#4,724 of 5,854 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,378+13.8%

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

What's inside

How Beacon categorizes this fund

Asset class

Mixed asset

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 65.3% of fundconcentrated

iShares Core MSCI Emerging Mar
20.9%
iShares MSCI Emerging Markets
15.4%
iShares Gold Trust Micro
9.5%
NVIDIA Corp
4.6%
Alphabet Inc
3.6%
Microsoft Corp
2.9%
Amazon.com Inc
2.7%
First American Government Obli
2.2%
Freeport-McMoRan Inc
2.0%
JPMorgan Chase & Co
1.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-14.6%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 outperform the Bloomberg World EQ:FI 60:40 Index over the long term, with a secondary objective of capital preservation.
Strategy
Actively manages a flexible asset allocation strategy across various asset classes, focusing on capital appreciation while preserving capital. Invests primarily in large-cap equity securities and may include fixed income and foreign exchange strategies, dynamically varying market exposure based on economic outlook.
Inception date
October 2, 2025
Fund family
Myriad Asset Management Advisors LLC

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Data updated on 2026-08-03