TUGNSTF Tactical Growth & Income ETF
Seeks long-term growth of capital and current income.
By STFM · Launched 2022
0.65%
#3,433 of 5,861 · average
$80M
#3,201 of 5,861 · mid-size
10.77%
4 years
#2,626 of 5,861 · 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 = 45.6% of fundmoderately concentrated
Asset allocation
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 and current income.
- Strategy
- Actively manages a portfolio of U.S. equity securities of large-cap companies and long-duration U.S. Treasury securities, aiming for long-term growth and current income. The Fund employs a tactical model to adjust allocations based on market conditions, with significant 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.
The big yield isn't extra money
The headline distribution comes from selling call options, which caps the fund's upside. Across a full market cycle that trade costs more than it brings in — often 1 to 3 percentage points a year against just holding the index. Monthly payouts make the gap easy to miss on a return summary.
Sources: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)
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