WAGNPabrai Wagons ETF
Seeks long-term capital appreciation.
By Pabrai Wagons Fund · Launched 2023
Annual Cost
0.90%
#4,877 of 6,040 · expensive
Fund Size
$294M
#2,105 of 6,040 · mid-size
Return (1Y)
N/A
Track Record
2 years
#3,144 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,504+5.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 66.9% of fundconcentrated
Warrior Met Coal Inc
11.2%
Edelweiss Financial Services L
10.2%
TAV Havalimanlari Holding AS
9.2%
Valaris Ltd
6.3%
Transocean Ltd
5.6%
Alpha Metallurgical Resources
5.4%
Kaspi.KZ JSC
4.8%
Constellation Software Inc/Can
4.7%
Noble Corp PLC
4.7%
Lumine Group Inc
4.7%
Asset allocation
Stocks
98.0%
Cash
2.7%
By sector
Technology
19.7%
Energy
18.3%
Basic Materials
14.6%
Industrials
14.2%
Real Estate
13.8%
Financial Services
10.1%
Consumer Cyclical
9.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-12.5%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
- New York Stock Exchange, NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in equity securities, including common stocks of companies of any size market capitalization, with a focus on both growth and value. The Fund may invest significantly in foreign and emerging market securities, aiming for long-term capital appreciation.
- Inception date
- September 29, 2023
- Fund family
- Pabrai Wagons Fund
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18