XCORFundx ETF

Grow my money#2150 of 2944 for Grow my money

Seeks to maximize long-term capital appreciation without regard to income.

Fund X · Since 2001 (24 years)

Annual Cost

1.15%

#4979 out of 5,332 ETFs

Fund Size

$165M

#2266 out of 5,332 ETFs

Dividend Yield

0.45%

Track Record

24 years

#143 out of 5,332 ETFs

Performance

1 Year

+29.7%

3 Years

+21.9%

5 Years

N/A

What's inside

Asset class

equity

Strategy

active selection

Cap

multi cap

Asset allocation

Stocks

98.4%

Cash

1.6%

Sector breakdown

Technology

36.4%

Financial Services

13.0%

Communication

12.2%

Consumer Cyclical

10.6%

Healthcare

6.8%

Industrials

5.6%

Consumer Defensive

5.3%

Energy

4.2%

Other

5.8%

Top holdings

Vanguard Growth ETFVUG13.3%

Invesco S&P 500® Top 50 ETFXLG13.1%

Vanguard Russell 1000 Growth ETFVONG12.9%

iShares MSCI EAFE Value ETFEFV12.0%

iShares International Select Div ETFIDV11.5%

iShares MSCI USA Value Factor ETFVLUE9.3%

iShares Global 100 ETFIOO8.9%

Pacer Trendpilot™ 100 ETFPTNQ8.2%

iShares Russell Top 200 Growth ETFIWY8.1%

Vanguard Mega Cap Growth ETFMGK1.5%

Risk profile

Volatility (1Y)

12.7%

Moderate

Max drawdown

-22.5%

Worst peak-to-trough loss

Sharpe (3Y)

1.04

Excellent risk-adjusted returns

Sortino (3Y)

1.49

Good downside protection

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Data updated on 2026-05-05