RFFCALPS Active Equity Opportunity ETF
Seeks capital appreciation.
By ALPS · Launched 2016
Annual Cost
0.48%
#2,398 of 5,854 · average
Fund Size
$30M
#4,160 of 5,854 · small
Return (1Y)Goal
+22.1%
Track Record
10 years
#1,407 of 5,854 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,843+18.4%
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
Factor
Dividend
Sector
FinancialsWhat it actually holds
By weightConcentration
Top 10 holdings = 37.7% of fund✓ well diversified
Alphabet Inc
4.9%
Microsoft Corp
4.2%
Taiwan Semiconductor Manufacturing Co Ltd
4.0%
Johnson & Johnson
4.0%
Caterpillar Inc
3.8%
Amazon.com Inc
3.6%
Nvidia Corp
3.6%
Apple Inc
3.5%
State Street Institutional Treasury Plus Money Market Fund
3.3%
Meta Platforms Inc
2.9%
Asset allocation
Stocks
97.1%
Cash
2.9%
By sector
Technology
32.4%
Industrials
13.4%
Healthcare
12.5%
Financial Services
11.0%
Consumer Cyclical
8.8%
Communication
8.0%
Energy
4.4%
Consumer Defensive
2.6%
Other
6.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.6%Moderate
Year-on-year price swings
Max drawdown
-36.3%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.08Strong risk-adjusted returns
Sortino (3Y)
1.58Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Invests primarily in equity securities, including common stocks and REITs, with a focus on dividend-paying stocks and those with high or improving return on invested capital (ROIC). Targets small-, mid-, and large-cap U.S. companies, with significant exposure to the financial services sector.
- Inception date
- June 6, 2016
- Fund family
- ALPS
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Data updated on 2026-08-03