PRAEPlanRock Equity Plus Alternatives ETF
Seeks growth of principal.
By PlanRock Investment Management, LLC · Launched 2023
Annual Cost
1.49%
#5,850 of 6,040 · expensive
Fund Size
$13M
#4,825 of 6,040 · small
Return (1Y)
+18.6%
Track Record
2 years
#3,283 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,913+19.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 66.5% of funddiversified through underlying funds
iShares Trust
7.6%
Invesco Exchange-Traded Fund Trust
7.5%
iShares Trust
7.2%
iShares Trust
7.1%
Ishares Inc
6.9%
American Century ETF Trust
6.4%
American Century ETF Trust
6.4%
Proshares Trust II
6.3%
Select Sector Spdr Trust
5.9%
Invesco QQQ Trust, Series 1
5.1%
Asset allocation
Stocks
918.1%
Other
85.8%
By sector
Technology
25.2%
Financial Services
17.0%
Industrials
10.6%
Energy
10.2%
Consumer Cyclical
9.2%
Healthcare
8.5%
Communication
5.3%
Consumer Defensive
5.1%
Other
8.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.7%Moderate
Year-on-year price swings
Max drawdown
-17.7%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 growth of principal.
- Strategy
- Employs a proprietary, rules-based, alternative equity methodology investing in U.S. and foreign ETFs, stocks, and alternative investments across various market segments, including emerging markets. Takes long positions in uptrends and short positions in downtrends to achieve low correlation to equity markets while aiming for favorable growth prospects.
- Inception date
- December 18, 2023
- Fund family
- PlanRock Investment Management, LLC
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save PRAE to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18