SPITF/m Emerald Special Situations ETF
Seeks long-term growth through capital appreciation.
By Emerald · Launched 2014
Annual Cost
0.90%
#4,877 of 6,040 · expensive
Fund Size
$34M
#4,139 of 6,040 · small
Return (1Y)
N/A
Track Record
12 years
#1,203 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,820+28.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 36.4% of funddiversified
Credo Technology Group Holding
6.4%
TETRA Technologies Inc
4.4%
Bloom Energy Corp
3.8%
Solaris Energy Infrastructure
3.4%
American Superconductor Corp
3.3%
Cardinal Infrastructure Group
3.1%
Nektar Therapeutics
3.1%
Amazon.com Inc
3.0%
Guardant Health Inc
3.0%
Excelerate Energy Inc
2.8%
Asset allocation
Stocks
97.1%
Bonds
2.1%
Cash
0.7%
By sector
Healthcare
27.5%
Technology
23.9%
Industrials
19.4%
Energy
10.5%
Consumer Cyclical
7.9%
Financial Services
4.6%
Communication
2.6%
Consumer Defensive
2.5%
Other
1.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-12.5%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
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long-term growth through capital appreciation.
- Strategy
- Actively manages an ETF investing primarily in equity securities of companies experiencing unique, idiosyncratic situations (Special Situations) to achieve long-term capital appreciation. Focuses on U.S. companies but may invest up to 10% in foreign companies listed on U.S. exchanges.
- Inception date
- August 1, 2014
- Fund family
- Emerald
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Data updated on 2026-09-18