SPITF/m Emerald Special Situations ETF
Seeks long-term growth through capital appreciation.
By Emerald · Launched 2014
Annual Cost
0.89%
#4,665 of 5,854 · expensive
Fund Size
$34M
#4,028 of 5,854 · small
Return (1Y)Goal
N/A
Track Record
12 years
#1,191 of 5,854 · established
Performance
Total-return NAV · USDGrowth of $10,000
$13,150+31.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 36.4% of fund✓ well diversified
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
94.9%
Bonds
5.1%
Cash
0.0%
By sector
Industrials
28.5%
Technology
24.7%
Healthcare
23.7%
Consumer Cyclical
8.0%
Energy
6.1%
Financial Services
4.3%
Communication
2.8%
Consumer Defensive
1.9%
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 2026-08-04