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REGSColumbia Large Cap Growth ETF

Grow my moneyNewRanked #2,876 of 2,992 in this goal

Seeks capital appreciation.

Launched 2026

Annual Cost

#5,854 of 5,854 · expensive

Fund Size

#5,854 of 5,854 · small

Return (1Y)Goal

N/A

Track Record

5 months

#5,255 of 5,854 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,064+10.6%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

Factor

Growth

What it actually holds

By weight

Concentration

Top 10 holdings = 53.6% of fundmoderately concentrated

NVIDIA Corp
11.4%
Apple Inc
8.0%
Broadcom Inc
6.2%
Microsoft Corp
6.1%
Alphabet Inc
5.3%
Amazon.com Inc
5.0%
Meta Platforms Inc
4.2%
Eli Lilly & Co
3.2%
Tesla Inc
2.4%
GE Vernova Inc
1.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-8.3%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 capital appreciation.
Strategy
Actively manages a portfolio primarily invested in large capitalization U.S. growth stocks, targeting companies with long-term earnings growth potential and positive price momentum. The Fund invests at least 80% of its net assets in equity securities of these companies.
Inception date
March 16, 2026

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Data updated on 2026-08-04