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RKSGRuk Strategic Growth ETF

Grow my moneyNewRanked #2,706 of 3,055 in this goal

Tracks total return performance of the Ruk Strategic Growth Index.

By Ruk Funds · Launched 2026

Annual Cost

0.50%

#2,766 of 6,040 · average

Fund Size

$3M

#5,502 of 6,040 · small

Return (1Y)

N/A

Track Record

5 months

#5,331 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,086+10.9%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Index tracking

Factor

Growth

Index tracked

Ruk Strategic Growth Index

Holdings

By weight

Concentration

Top 10 holdings = 43.4% of fundmoderately concentrated

NVIDIA CorpNVDA
10.7%
Apple IncAAPL
7.3%
Alphabet Inc Class AGOOGL
5.7%
Microsoft CorpMSFT
4.7%
Eli Lilly and CoLLY
3.5%
Amazon.com IncAMZN
2.7%
Broadcom IncAVGO
2.4%
Johnson & JohnsonJNJ
2.3%
Merck & Co IncMRK
2.2%
Lockheed Martin CorpLMT
2.0%

Asset allocation

Stocks
98.1%
Cash
1.9%
Other
0.0%

By sector

Technology
33.6%
Healthcare
18.9%
Financial Services
12.7%
Industrials
9.2%
Communication
7.9%
Consumer Cyclical
6.3%
Energy
4.8%
Basic Materials
2.6%
Other
4.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-5.3%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
Tracks total return performance of the Ruk Strategic Growth Index.
Strategy
Employs a passive management strategy to replicate the Ruk Strategic Growth Index, investing primarily in the 1000 largest U.S. companies by market capitalization. Concentrates approximately 37.9% in the information technology sector, aiming for total return performance.
Inception date
April 6, 2026
Fund family
Ruk Funds

Next steps

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

Data updated on 2026-09-18