TUGSTF Tactical Growth ETF
Seeks long-term growth of capital.
By STFM · Launched 2022
0.65%
#3,427 of 5,854 · average
$34M
#4,019 of 5,854 · small
+23.2%
4 years
#2,626 of 5,854 · seasoned
Performance
Total-return NAV · USDTotal-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 = 46.7% of fundmoderately concentrated
Asset allocation
By sector
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsYear-on-year price swings
Worst peak-to-trough loss
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long-term growth of capital.
- Strategy
- Actively manages a portfolio of U.S. large-cap equity securities and long-duration U.S. Treasury securities, utilizing a proprietary tactical growth model to adapt to market conditions. The Fund aims for capital appreciation while maintaining exposure to the Electronic Components & Semiconductors Sector.
- Inception date
- May 18, 2022
- Fund family
- STFM
Similar funds
Same asset class, closest by strategy & exposureOur take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
You're paying active fees for an index
This fund charges active-management prices while tracking its benchmark almost perfectly (a high R²). The metrics below show how little active management you're getting for that premium: low tracking error and a fee well above the passive peer median.
- R²
- 95.7%
- TE
- 4.2%
- Beta
- 0.95
- Fee
- 1× 0.49%
Sources: Cremers & Petajisto (2009) · Amihud & Goyenko (2013) · ESMA (2016)
Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More
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Data updated on 2026-08-04