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SDMFSimplify DBi CTA Managed Future

Grow my moneyNewRanked #2,869 of 2,998 in this goal

Seeks long-term capital appreciation.

Launched 2026

Annual Cost

—

#5,861 of 5,861 · expensive

Fund Size

—

#5,861 of 5,861 · small

Return (1Y)Goal

N/A

Track Record

6 months

#5,192 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,224+2.2%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Managed futures

Index tracked

DBi CTA MF Index

What it actually holds

By weight

Concentration

Top 9 holdings = 92.6% of fundconcentrated

United States Treasury Bills
31.6%
United States Treasury Bills
28.4%
United States Treasury Bills
28.3%
DREYFUS TRSY OBLIG CASH MDTRXX
4.4%
SG AMERICAS SECURITIES, LLC
2.3%
United States Treasury Bills
1.1%
SOCIETE GENERALE
0.1%
SOCIETE GENERALE
-0.0%
SG AMERICAS SECURITIES, LLC
-3.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-6.2%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, NYSE American

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Passively manages a portfolio primarily invested in futures contracts across major asset classes, including equities, interest rates, currencies, and commodities. Aims to replicate the performance of the DBi CTA MF Index, which reflects managed futures investment strategies.
Inception date
February 19, 2026

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Data updated on 2026-08-04