PZLVPzena U.S. Large Cap Value ETF

Grow my moneyRanked #2,860 of 2,960 in this goal

Seeks long-term capital appreciation.

Annual Cost

—

#5,562 of 5,562 · expensive

Fund Size

—

#5,562 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

—

#5,562 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,207+12.1%

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

How Beacon categorizes this fund

Asset class

Region

Cap

Large

Strategy

Active selection

Factor

Value

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (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

Objective: Seeks long-term capital appreciation.
Strategy: Invests primarily in large-cap value companies, defined as those in the lowest three quintiles of valuation based on future earnings. The Adviser employs a classic value strategy, focusing on stocks selling at a discount to intrinsic value. The portfolio typically consists of 30 to 80 stocks, with up to 20% in foreign companies and 10% in limited partnerships. ESG considerations are integrated into the investment process, and the Adviser actively engages with company management.