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RSEERareview Systematic Equity ETF

Grow my money4y track recordRanked #2,640 of 2,998 in this goal

Seeks returns that exceed global developed and emerging markets.

By Rareview Capital · Launched 2022

Annual Cost

2.71%

#5,826 of 5,861 · expensive

Fund Size

$73M

#3,284 of 5,861 · mid-size

Return (1Y)Goal

+31.4%

Track Record

4 years

#2,532 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,920+29.2%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 6 holdings = 164.2% of funddiversified through underlying funds

Vanguard S&P 500 ETFVOO
46.6%
Vanguard FTSE Developed Markets ETFVEA
33.1%
Rareview Government Money Market ETFRMME
31.1%
Invesco QQQ TrustQQQ
26.6%
Vanguard Small-Cap ETFVB
13.7%
Vanguard FTSE Emerging Markets ETFVWO
13.0%

Asset allocation

Stocks
131.3%
Other
0.1%

By sector

Technology
35.3%
Financial Services
12.5%
Industrials
10.7%
Consumer Cyclical
9.6%
Communication
8.3%
Healthcare
7.1%
Consumer Defensive
4.8%
Basic Materials
3.9%
Other
7.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
19.5%Moderate

Year-on-year price swings

Max drawdown
-21.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.67Decent risk-adjusted returns
Sortino (3Y)
0.99Moderate downside risk

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks returns that exceed global developed and emerging markets.
Strategy
Actively manages a portfolio of equity securities of domestic, foreign, and emerging market issuers across large-, mid-, and small-capitalization. Utilizes a quantitative investment system to allocate among U.S. Large Capitalization, U.S. Small Capitalization, Emerging Markets, and Non-U.S. Developed Markets sub-strategies, aiming for returns that exceed market benchmarks.
Inception date
January 20, 2022
Fund family
Rareview Capital

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Data updated on 2026-08-05