PWRDTCW Transform Systems ETF
Seeks long-term growth of capital.
By TCW · Launched 2022
Annual Cost
0.75%
#4,069 of 6,040 · expensive
Fund Size
$1.5B
#961 of 6,040 · large
Return (1Y)
+8.7%
Track Record
4 years
#2,554 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,796+8.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Active selection
Focus
General Innovation
Index tracked
Morningstar US Market Extended Total Return USD Index℠
Holdings
By weightConcentration
Top 10 holdings = 50.9% of fundmoderately concentrated
GENERAL ELECTRIC
7.6%
VERTIV HOLDINGS CO-A
7.1%
SAFRAN SA /EUR/
5.6%
BROADCOM INC
5.2%
GE VERNOVA INC
4.8%
POWELL INDUSTRIES INC
4.4%
APPLIED MATERIALS INC
4.2%
TRANE TECHNOLOGIES PLC
4.2%
KLA CORP
4.0%
VENTURE GLOBAL INC-CL A
3.8%
Asset allocation
Stocks
98.9%
Cash
1.1%
By sector
Industrials
58.0%
Technology
26.9%
Energy
13.1%
Consumer Cyclical
2.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
28.6%High
Year-on-year price swings
Max drawdown
-25.9%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.91Decent risk-adjusted returns
Sortino (3Y)
1.27Good downside protection
Listing
- Exchange
- New York Stock Exchange, NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long-term growth of capital.
- Strategy
- Actively manages a concentrated portfolio of US- and non-US-listed companies poised to benefit from the global transformation in energy and power systems. Invests primarily in micro-, small-, medium-, and large-capitalization companies that are transforming or enabling energy efficiency and lower emissions.
- Inception date
- February 2, 2022
- Fund family
- TCW
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Data updated on 2026-09-18