RILAIndexperts Gorilla Aggressive Growth ETF

Grow my money1y track recordRanked #1,990 of 2,960 in this goal

Seeks long-term capital appreciation.

By Indexperts · Launched 2024

Annual Cost

0.50%

#2,576 of 5,562 · average

Fund Size

$44M

#3,688 of 5,562 · mid-size

Return (1Y)Goal

+10.5%

Track Record

1 year

#4,063 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,080+10.8%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

Factor

Growth

What it actually holds

By weight

Concentration

Top 10 holdings = 36.1% of fund✓ well diversified

NVIDIA Corp

4.8%

Broadcom Inc

4.6%

Tesla Inc

4.2%

Eli Lilly & Co

4.0%

Amazon.com Inc

3.6%

Amphenol CorpAPH

3.5%

META PLATFORMS INC.

3.4%

Palantir Technologie

2.7%

Netflix Inc

2.7%

Oracle Corp

2.6%

Asset allocation

Stocks

99.2%

Cash

0.8%

By sector

Technology

44.5%

Consumer Cyclical

15.4%

Healthcare

12.7%

Communication

9.5%

Industrials

8.2%

Financial Services

4.0%

Consumer Defensive

2.7%

Basic Materials

2.2%

Other

0.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

16.4%Moderate

Year-on-year price swings

Max drawdown

-20.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks long-term capital appreciation.
Strategy: Actively managed fund focusing on aggressive growth strategies. Invests in a diverse range of equities with high growth potential.
Inception date: December 31, 2024
Fund family: Indexperts