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TSIIREX TSLA Growth & Income ETF

Get incomeTake a bet1y track recordRanked #601 of 995 in this goal

Seeks to pay weekly distributions while providing leveraged exposure to Tesla, Inc. common stock.

By Rex · Launched 2025

Annual Cost

1.52%

#5,937 of 6,040 · expensive

Fund Size

$32M

#4,196 of 6,040 · small

Return (1Y)

-12.2%

Track Record

1 year

#4,347 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$8,751-12.5%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Option income

Holdings

By weight

Concentration

Top 5 holdings = 101.2% of fundconcentrated

TREASURY BILL
102.8%
N/A
3.2%
First American Government Obli
1.3%
N/A
-0.4%
N/A
-5.8%

Asset allocation

Cash
94.5%
Stocks
5.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
48.1%High

Year-on-year price swings

Max drawdown
-44.1%Severe

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 to pay weekly distributions while providing leveraged exposure to Tesla, Inc. common stock.
Strategy
Actively managed ETF that employs a covered call strategy to pay weekly distributions while maintaining 105% to 150% notional exposure to Tesla, Inc. through options contracts and direct holdings. Focuses on large-cap Tesla stock and utilizes leveraged ETFs for additional exposure.
Inception date
June 3, 2025
Fund family
Rex

Next steps

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

Data updated on 2026-09-18