PZLVPzena U.S. Large Cap Value ETF
Seeks long-term capital appreciation.
Launched 2026
Annual Cost
—
#5,861 of 5,861 · expensive
Fund Size
—
#5,861 of 5,861 · small
Return (1Y)Goal
N/A
Track Record
4 months
#5,325 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$12,175+21.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundRisk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-2.8%Mild
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 long-term capital appreciation.
- Strategy
- Invests primarily in large-cap value stocks, defined as those in the lowest valuation quintiles based on estimated future earnings. Follows a classic value strategy with a focus on U.S. companies, but may invest up to 20% in foreign securities, including emerging markets.
- Inception date
- April 1, 2026
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Data updated on 2026-08-04