MIGOMIG Core ETF

Grow my moneyNewRanked #1,211 of 2,960 in this goal

Seeks to provide long-term capital appreciation.

By Mig Capital ETF · Launched 2026

Annual Cost

0.45%

#2,223 of 5,562 · average

Fund Size

$758M

#1,270 of 5,562 · large

Return (1Y)Goal

N/A

Track Record

4 months

#5,267 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,796+18.0%

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

How Beacon categorizes this fund

Asset class

Region

Cap

Large

Strategy

Active selection

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-13.4%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Objective: Seeks to provide long-term capital appreciation.
Strategy: Actively manages a portfolio primarily invested in equity securities of U.S. large capitalization companies and/or unaffiliated ETFs. Focuses on in-depth fundamental analysis and may invest across various sectors, with significant investments expected in information technology and communication services. The Sub-Adviser seeks to establish price targets within a two-to-three year timeframe and may sell positions based on target achievement or changes in investment thesis. Non-diversified fund may concentrate investments in fewer issuers.
Inception date: February 20, 2026
Fund family: Mig Capital ETF