XCORFundx ETF
Seeks to maximize capital appreciation over the long term without regard to income.
By Fund X · Launched 2001
Annual Cost
1.15%
#5,629 of 6,040 · expensive
Fund Size
$183M
#2,530 of 6,040 · mid-size
Return (1Y)
+13.6%
Track Record
24 years
#144 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,421+14.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 106.2% of funddiversified through underlying funds
Vanguard Growth ETF
13.3%
Invesco Exchange-Traded Fund T
13.1%
Vanguard Russell 1000 Growth E
12.9%
iShares MSCI EAFE Value ETF
12.0%
iShares International Select D
11.5%
iShares MSCI USA Value Factor
9.3%
iShares Global 100 ETF
8.9%
Mount Vernon Liquid Assets Portfolio, LLC
8.9%
Pacer Funds Trust - Pacer Tren
8.2%
iShares Russell Top 200 Growth
8.1%
Asset allocation
Stocks
98.8%
Cash
1.2%
By sector
Technology
46.7%
Communication
10.3%
Consumer Cyclical
9.6%
Industrials
8.3%
Financial Services
8.1%
Healthcare
7.0%
Consumer Defensive
3.5%
Energy
3.2%
Other
3.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.0%Moderate
Year-on-year price swings
Max drawdown
-22.5%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.91Decent risk-adjusted returns
Sortino (3Y)
1.30Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to maximize capital appreciation over the long term without regard to income.
- Strategy
- Invests primarily in exchange traded funds (ETFs) using an active investment strategy called Upgrading to capture global market trends. Focuses on Core Equity Underlying ETFs that invest in diversified portfolios of equity securities of well-established U.S. and foreign companies across a wide range of market capitalizations, while also allowing for investments in Sector and Aggressive Equity Underlying ETFs, including those focused on emerging markets.
- Inception date
- November 1, 2001
- Fund family
- Fund X
Similar funds
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Data updated on 2026-09-18