SSCPSMART Small Cap ETF

Grow my moneyRanked #2,910 of 2,950 in this goal

Seeks long-term capital appreciation.

Annual Cost

—

#5,606 of 5,606 · expensive

Fund Size

—

#5,606 of 5,606 · small

Return (1Y)Goal

N/A

Track Record

—

#5,606 of 5,606 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,388+3.9%

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

How Beacon categorizes this fund

Asset class

Region

Cap

Small

Strategy

Active selection

Factor

Multifactor

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-4.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Objective: Seeks long-term capital appreciation.
Strategy: Actively manages a portfolio primarily invested in equity securities of U.S. small-capitalization companies listed on U.S. exchanges. The Sub-Adviser selects stocks based on price momentum and fundamental analysis, retaining the top 25% based on sales growth and liquidity. The portfolio consists of 30-45 securities, with individual positions limited to 7% and sector exposure capped at 28%. The investment universe is screened approximately every 90 days, with high turnover expected annually.