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Beacon

SMCPSMART Mid Cap ETF

Grow my moneyNewRanked #3,076 of 3,123 in this goal

Seeks long-term capital appreciation.

Launched 2026

Annual Cost

—

Fund Size

—

Return (1Y)

N/A

Track Record

4 months

#5,487 of 6,166 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,904+9.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Mid

Strategy

Active selection

Factor

Multifactor

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-6.3%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

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Actively managed ETF investing at least 80% of net assets in equity securities of U.S. domiciled, mid-capitalization companies (market cap generally $2 billion to $10 billion) listed on U.S. exchanges. The sub-adviser screens the investable universe roughly every 90 days, ranking securities by recent sales growth, price momentum/trend consistency, and quarter-over-quarter earnings growth to select a non-diversified portfolio of 25-40 holdings, rebalancing on an ongoing basis with high portfolio turnover.
Inception date
May 12, 2026

Next steps

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Data updated on 2026-09-30