MVPLMiller Value Ptnrs Leverage ETF
Seeks capital appreciation over a multi-year horizon.
By Miller Value Funds · Launched 2024
Annual Cost
1.72%
#5,958 of 6,040 · expensive
Fund Size
$32M
#4,186 of 6,040 · small
Return (1Y)
+23.3%
Track Record
2 years
#3,378 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,378+23.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 2 holdings = 99.8% of fundconcentrated
State Street SPDR S&P 500 ETF
99.5%
U.S. Bank Money Market Deposit AccountUSBFS04
0.3%
Asset allocation
Other
54.9%
Stocks
45.1%
Cash
0.0%
By sector
Technology
38.7%
Financial Services
12.1%
Communication
9.5%
Consumer Cyclical
9.3%
Healthcare
9.3%
Industrials
7.8%
Consumer Defensive
4.5%
Energy
3.5%
Other
5.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
23.3%High
Year-on-year price swings
Max drawdown
-25.7%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks capital appreciation over a multi-year horizon.
- Strategy
- Actively manages a portfolio of Leveraged ETFs to achieve daily leveraged exposure equal to 200% of the S&P 500 Index. Targets capital appreciation by opportunistically using leverage based on proprietary trading signals. Focuses on U.S.-listed large-cap issuers.
- Inception date
- February 27, 2024
- Fund family
- Miller Value Funds
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save MVPL to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18