MHIPMilliman Healthcare Inflation Plus ETF

Grow my moneyNewRanked #2,732 of 2,960 in this goal

Seeks to generate returns that exceed the U.S. healthcare cost inflation over time.

By Milliman · Launched 2026

Annual Cost

0.55%

#2,811 of 5,562 · average

Fund Size

$1.0M

#5,466 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

$9,889-1.1%

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 = 53.0% of fundmoderately concentrated

BondBloxx Bloomberg FiveYrTrgDurUSTrsETFXFIV

13.5%

VanEck Gold Miners ETFGDX

13.5%

State Street® SPDR® Port S&P 500® ETFSPYM

8.8%

BondBloxx Bloomberg SixMthTrgDurUSTrsETFXHLF

3.6%

Eli Lilly and CoLLY

3.4%

UnitedHealth Group IncUNH

3.2%

Thermo Fisher Scientific IncTMO

2.6%

Abbott LaboratoriesABT

2.3%

Johnson & JohnsonJNJ

2.1%

Asset allocation

Stocks

67.9%

Cash

16.2%

Bonds

15.9%

By sector

Healthcare

68.3%

Basic Materials

20.1%

Technology

5.0%

Financial Services

1.4%

Communication

1.4%

Consumer Cyclical

1.3%

Industrials

1.0%

Consumer Defensive

0.6%

Other

0.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-2.2%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 that exceed the U.S. healthcare cost inflation over time.
Strategy: Invests at least 80% of net assets in healthcare companies and instruments expected to hedge against U.S. healthcare cost inflation. Uses a proprietary model to adjust equity, debt, and commodity exposure based on inflation trends. Concentrates in healthcare sector.
Inception date: April 20, 2026
Fund family: Milliman