STYLCorgi Lifestyle Brands ETF

Grow my moneyNewRanked #2,513 of 2,951 in this goal

Seeks capital appreciation.

By Corgi Funds · Launched 2026

Annual Cost

0.35%

#1,713 of 5,584 · low cost

Fund Size

$1M

#5,438 of 5,584 · small

Return (1Y)Goal

N/A

Track Record

1 month

#5,457 of 5,584 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,210+2.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 48.0% of fundmoderately concentrated

Nike Inc Class BNKE

9.8%

Ferrari NVRACE.MI

6.7%

Tapestry IncTPR

4.6%

Deckers Outdoor CorpDECK

4.5%

Lululemon Athletica IncLULU

4.2%

On Holding AGONON

4.1%

Ralph Lauren Corp Class ARL

3.9%

Gildan Activewear IncGIL.TO

3.7%

First American Government Obligs XFGXXX

3.4%

YETI Holdings IncYETI

3.2%

Asset allocation

Stocks

96.6%

Cash

3.4%

Other

0.0%

By sector

Consumer Cyclical

98.3%

Healthcare

1.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-8.6%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: Cboe BZX

Full fund details

Objective: Seeks capital appreciation.
Strategy: Actively manages a portfolio primarily invested in equity securities of U.S. and foreign companies materially involved in the development, branding, marketing, and sale of consumer lifestyle goods and services. Invests at least 80% of net assets in companies that derive significant revenues, profits, or assets from lifestyle branding activities. The investable universe includes large-, mid-, small-, and micro-cap companies, with a focus on U.S. listings but may include non-U.S. companies and ADRs.
Inception date: May 5, 2026
Fund family: Corgi Funds