SAGPStrategas Global Policy Opportunities ETF
Seeks long-term capital appreciation.
By Strategas Asset Management, LLC · Launched 2022
Annual Cost
0.65%
#3,427 of 5,854 · average
Fund Size
$77M
#3,233 of 5,854 · mid-size
Return (1Y)Goal
+14.5%
Track Record
4 years
#2,536 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,675+16.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 20.3% of fund✓ well diversified
VERISIGN, INC.
2.1%
DAVITA INC.
2.1%
LyondellBasell Industries N.V.
2.1%
FOX CORPORATION
2.0%
Altria Group, Inc.
2.0%
YUM! Brands, Inc.
2.0%
MATCH GROUP, INC.
2.0%
Kyowa Kirin Co., Ltd.
2.0%
EBAY INC.
2.0%
TERADYNE, INC.
2.0%
Asset allocation
Stocks
98.1%
Cash
1.9%
By sector
Healthcare
36.0%
Industrials
27.4%
Technology
13.4%
Communication
5.4%
Consumer Cyclical
4.7%
Consumer Defensive
4.3%
Basic Materials
3.8%
Financial Services
3.4%
Other
1.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.0%Moderate
Year-on-year price swings
Max drawdown
-22.9%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.86Decent risk-adjusted returns
Sortino (3Y)
1.27Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio of common stocks of U.S. and non-U.S. companies, focusing on those with high lobbying intensity. Invests in large, medium, and small capitalization companies across various sectors, including industrials and healthcare, to capitalize on public policy influences.
- Inception date
- January 25, 2022
- Fund family
- Strategas Asset Management, LLC
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Data updated on 2026-08-03