Skip to content
Beacon

RJCARJ ClariVest Capital Appreciation ETF

Grow my moneyNewRanked #2,943 of 3,055 in this goal

Seeks long-term capital appreciation.

Launched 2026

Annual Cost

—

Fund Size

—

Return (1Y)

N/A

Track Record

1 month

#5,945 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,013+0.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-3.4%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
Actively manages a portfolio primarily invested in common stocks of companies with attractive long-term growth potential, focusing on large- and mid-capitalization stocks. The strategy includes a preference for underpriced stocks and may involve significant investment in the information technology sector.
Inception date
August 3, 2026

Next steps

Save RJCA to compare it with other funds, or start building a portfolio.

See other funds for this goal

Data updated on 2026-09-18