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MHIGMilliman Healthcare Inflation Guard ETF

Grow my moneyNewRanked #2,811 of 3,055 in this goal

Seeks to generate returns that hedge against the U.S. healthcare cost inflation rate.

By Milliman · Launched 2026

Annual Cost

0.55%

#3,020 of 6,040 · average

Fund Size

$1M

#5,781 of 6,040 · small

Return (1Y)

N/A

Track Record

5 months

#5,363 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,008+0.1%

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 8 holdings = 67.0% of funddiversified through underlying funds

BondBloxx Bloomberg FiveYrTrgDurUSTrsETFXFIV
36.0%
BondBloxx Bloomberg SixMthTrgDurUSTrsETFXHLF
14.1%
State Street® SPDR® S&P 500® ETFSPY
5.4%
Eli Lilly and CoLLY
4.8%
Johnson & JohnsonJNJ
2.3%
AbbVie IncABBV
2.2%
Gilead Sciences IncGILD
1.2%
Thermo Fisher Scientific IncTMO
1.1%

Asset allocation

Bonds
45.3%
Stocks
35.7%
Cash
19.0%

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

3.5 years

Avg maturity

9.5 years

Credit ratings

US Government
64.9%
AA
100.0%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to generate returns that hedge against the U.S. healthcare cost inflation rate.
Strategy
Invests primarily in U.S.-listed common stocks, ADRs, and corporate bonds of healthcare companies, along with commodities and Treasury inflation-protected securities (TIPS) to hedge against healthcare cost inflation. The Fund dynamically adjusts its exposure based on the U.S. healthcare cost inflation rate, utilizing a proprietary quantitative model.
Inception date
April 20, 2026
Fund family
Milliman

Next steps

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

Data updated on 2026-09-18