SDMFSimplify DBi CTA Managed Futures Index ETF

Grow my moneyNewRanked #2,915 of 3,055 in this goal

Seeks long-term capital appreciation.

Launched 2026

Annual Cost

—

Fund Size

—

Return (1Y)

N/A

Track Record

7 months

#5,190 of 6,040 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,408+4.1%

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

Holdings

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 American, NYSE Arca

Full fund details

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