Skip to content

SSUSDay Hagan Smart Sector ETF

Grow my money6y track recordRanked #1,372 of 3,055 in this goal

Seeks long-term capital appreciation and preservation of capital.

By Day Hagan · Launched 2020

Annual Cost

0.76%

#4,201 of 6,040 · expensive

Fund Size

$583M

#1,550 of 6,040 · large

Return (1Y)

+17.9%

Track Record

6 years

#2,021 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,652+16.5%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 83.2% of funddiversified through underlying funds

iShares Core S&P 500 ETF
23.8%
Vanguard World Fund - Vanguard Information Technology Index Fund
17.2%
The Technology Select Sector SPDR Fund
13.1%
Communication Services Select Sector SPDR Fund
9.3%
State Street Industrial Select Sector SPDR ETF
4.2%
State Street Cons Disc Sel Sect SPDR Income ETF
3.7%
Real Estate Select Sector SPDR Fund
3.2%
ALPHABET INC.
3.0%
State Street Utilities Select Sector SPDR ETF
2.9%
Invesco S&P 500 Equal Weight ETF
2.9%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Technology
39.8%
Financial Services
13.2%
Healthcare
9.3%
Industrials
8.0%
Communication
7.6%
Consumer Cyclical
7.0%
Energy
5.0%
Consumer Defensive
4.1%
Other
6.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.7%Moderate

Year-on-year price swings

Max drawdown
-24.1%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.89Decent risk-adjusted returns
Sortino (3Y)
1.30Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation and preservation of capital.
Strategy
Actively manages a portfolio primarily invested in equity exchange traded funds that track the S&P 500 Index sectors. Utilizes proprietary models to overweight and underweight sector exposure based on diverse indicators, aiming to enhance returns relative to the Index.
Inception date
January 16, 2020
Fund family
Day Hagan

Next steps

Save SSUS to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18