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NIXTResearch Affiliates Deletions ETF

Grow my money2y track recordRanked #1,554 of 3,055 in this goal

Tracks the total return performance of the Research Affiliates Deletions Index.

By Syzygy Asset Management · Launched 2024

Annual Cost

0.19%

#870 of 6,040 · low cost

Fund Size

$43M

#3,899 of 6,040 · mid-size

Return (1Y)

+28.7%

Track Record

2 years

#3,713 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,896+29.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Factor

Value

Index tracked

Research Affiliates Deletions Index

Holdings

By weight

Concentration

Top 10 holdings = 18.8% of funddiversified

Lumentum Holdings IncLITE
6.3%
Arrowhead Pharmaceuticals IncARWR
2.4%
Semtech CorpSMTC
1.5%
PBF Energy IncPBF
1.5%
Plug Power IncPLUG
1.4%
Weatherford International PLCWFRD
1.2%
Apellis Pharmaceuticals IncAPLS
1.1%
Herbalife LtdHLF
1.1%
Silicon Laboratories IncSLAB
1.1%
Murphy Oil CorpMUR
1.1%

Asset allocation

Stocks
99.7%
Cash
0.2%
Other
0.1%

By sector

Technology
24.0%
Healthcare
18.6%
Consumer Cyclical
18.4%
Consumer Defensive
9.1%
Industrials
7.9%
Financial Services
6.3%
Communication
5.4%
Real Estate
5.0%
Other
5.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
20.5%High

Year-on-year price swings

Max drawdown
-27.7%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
NASDAQ Global Select Market

Full fund details

Objective
Tracks the total return performance of the Research Affiliates Deletions Index.
Strategy
Uses a passive management approach to track the total return performance of the Research Affiliates Deletions Index, investing primarily in U.S. equity securities of micro-, small-, and mid-capitalization companies. Employs a replication strategy to hold component securities in similar proportions as the Index.
Inception date
September 9, 2024
Fund family
Syzygy Asset Management

Next steps

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Data updated on 2026-09-18