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NXTEAxs Green Alpha ETF

Grow my money3y track recordRanked #2,614 of 2,998 in this goal

Seeks long term capital appreciation.

By AXS · Launched 2022

Annual Cost

1.00%

#5,196 of 5,861 · expensive

Fund Size

$57M

#3,511 of 5,861 · mid-size

Return (1Y)Goal

+29.4%

Track Record

3 years

#2,731 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$13,235+32.3%

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

Active selection

Focus

ESG

What it actually holds

By weight

Concentration

Top 10 holdings = 50.8% of fundmoderately concentrated

Taiwan Semiconductor Manufacturing Co., Ltd.
11.2%
ASML Holding N.V.
5.8%
SK Hynix Inc.
5.3%
Contemporary Amperex Technology Co Ltd.
5.0%
International Business Machines Corp.
4.9%
Vestas Wind Systems AS
4.5%
Applied Materials Inc.
3.7%
Lam Research Corporation
3.7%
CRISPR Therapeutics AG
3.4%
Nextpower Inc.
3.2%

Asset allocation

Stocks
99.4%
Cash
0.4%
Other
0.2%

By sector

Technology
56.4%
Industrials
14.8%
Real Estate
10.3%
Healthcare
9.9%
Consumer Cyclical
3.6%
Utilities
1.9%
Consumer Defensive
1.8%
Communication
1.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
30.3%High

Year-on-year price swings

Max drawdown
-28.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.37Below average
Sortino (3Y)
0.54Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long term capital appreciation.
Strategy
Employs an active management approach to invest primarily in sustainable companies across all sizes and sectors, focusing on those addressing global sustainability risks. Aims for long-term capital appreciation by selecting companies with above-average growth potential and strong commitments to sustainability.
Inception date
September 27, 2022
Fund family
AXS

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Data updated on 2026-08-04