MHIGMilliman Healthcare Inflation Guard ETF

Grow my moneyNewRanked #2,763 of 2,960 in this goal

Seeks to generate returns equivalent to the U.S. healthcare cost inflation rate.

By Milliman · Launched 2026

Annual Cost

0.55%

#2,811 of 5,562 · average

Fund Size

$1M

#5,464 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

2 months

#5,396 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$9,846-1.5%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Strategy

Active selection

Sector

Health care

What it actually holds

By weight

Concentration

Top 9 holdings = 72.9% of fund✓ diversified through underlying funds

BondBloxx Bloomberg FiveYrTrgDurUSTrsETFXFIV

39.8%

VanEck Gold Miners ETFGDX

13.7%

BondBloxx Bloomberg SixMthTrgDurUSTrsETFXHLF

11.1%

State Street® SPDR® S&P 500® ETFSPY

3.3%

Eli Lilly and CoLLY

1.3%

UnitedHealth Group IncUNH

1.2%

Thermo Fisher Scientific IncTMO

1.0%

Abbott LaboratoriesABT

0.8%

Johnson & JohnsonJNJ

0.8%

Asset allocation

Bonds

47.1%

Stocks

34.1%

Cash

18.8%

By sector

Healthcare

51.1%

Basic Materials

40.2%

Technology

3.8%

Financial Services

1.1%

Communication

1.0%

Consumer Cyclical

1.0%

Industrials

0.8%

Consumer Defensive

0.4%

Other

0.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-2.5%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 generate returns equivalent to the U.S. healthcare cost inflation rate.
Strategy: Invests primarily in healthcare companies and instruments expected to hedge against U.S. healthcare cost inflation. Uses a quantitative model to adjust portfolio exposure based on inflation trends.
Inception date: April 20, 2026
Fund family: Milliman