SMCPSMART Mid Cap ETF
Grow my moneyRanked #2,991 of 3,014 in this goal
Seeks long-term growth of capital.
Annual Cost
—
#5,913 of 5,913 · expensive
Fund Size
—
#5,913 of 5,913 · small
Return (1Y)Goal
-13.4%
Track Record
—
#5,913 of 5,913 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,503+5.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundRisk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
31.3%High
Year-on-year price swings
Max drawdown
-43.7%Severe
Worst peak-to-trough loss
Sharpe (3Y)
-0.08Below average
Sortino (3Y)
-0.10Moderate downside risk
Listing
- Exchange
- NYSE Arca, NASDAQ Global Market
Full fund details
- Objective
- Seeks long-term growth of capital.
- Strategy
- Actively manages a portfolio primarily invested in equity securities of small cap companies listed on a U.S. exchange. Invests at least 80% of net assets in small cap companies defined as those with a total market capitalization of less than $7 billion. The Adviser seeks companies with consistent growth, sustainable earnings momentum, and reliable cash flow. The portfolio maintains approximately 100 companies, each with a maximum weighting of 1.5%. Significant exposure to consumer, financials, and industrials sectors as of July 1, 2024.
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Data updated on 2026-08-15