MDAAMyriad Dynamic Asset Allocation ETF

Grow my money DiversifierNewRanked #20 of 240 in this goal

Seeks to outperform the Bloomberg World EQ:FI 60:40 Index over the long term while preserving capital.

By Myriad Asset Management Advisors LLC · Launched 2025

Annual Cost

0.01%

#127 of 5,562 · low cost

Fund Size

$459M

#1,634 of 5,562 · large

Return (1Y)Goal

N/A

Track Record

8 months

#4,829 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,771+17.7%

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

Classification

How Beacon categorizes this fund

Asset class

Mixed asset

Region

North america

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 55.4% of fundmoderately concentrated

iShares Gold Trust Micro

10.2%

iShares MSCI Emerging Markets

9.2%

iShares Core MSCI Emerging Mar

9.1%

NVIDIA Corp

4.9%

Microsoft Corp

4.7%

Alphabet Inc

4.5%

Amazon.com Inc

4.2%

Tencent Holdings Ltd

3.3%

TSMC

2.8%

Meta Platforms Inc

2.5%

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

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to outperform the Bloomberg World EQ:FI 60:40 Index over the long term while preserving capital.
Strategy: Actively manages a flexible asset allocation strategy across global markets and asset classes, focusing on capital appreciation and risk management. Invests in equities, fixed income, and foreign exchange, utilizing common stocks, ETFs, futures, and options. The portfolio is constructed using a top-down approach, varying exposure based on market conditions and economic outlook.
Inception date: October 2, 2025
Fund family: Myriad Asset Management Advisors LLC