YOKEYoke Core ETF
Seeks capital appreciation.
By Yoke ETF · Launched 2025
Annual Cost
0.31%
#1,451 of 5,854 · low cost
Fund Size
$266M
#2,119 of 5,854 · mid-size
Return (1Y)Goal
+21.0%
Track Record
1 year
#4,100 of 5,854 · young
Performance
Total-return NAV · USDGrowth of $10,000
$12,154+21.5%
Total-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 = 34.6% of fund✓ well diversified
Alphabet IncGOOGL
5.4%
EMCOR Group IncEME
4.7%
NVIDIA CorpNVDA
4.0%
TJX Cos Inc/TheTJX
3.6%
ASML Holding NVASML
3.1%
Teradyne IncTER
2.9%
Western Digital CorpWDC
2.9%
Johnson & JohnsonJNJ
2.9%
Novartis AGNVS
2.6%
Exxon Mobil CorpXOM
2.6%
Asset allocation
Stocks
99.3%
Cash
0.7%
By sector
Technology
30.9%
Industrials
20.9%
Consumer Cyclical
12.4%
Financial Services
8.9%
Communication
8.6%
Healthcare
5.6%
Consumer Defensive
5.6%
Energy
5.0%
Other
2.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.7%Moderate
Year-on-year price swings
Max drawdown
-14.3%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
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Actively manages a dynamic, tactical asset allocation portfolio across domestic and international equity markets, investing in equity securities of companies of any market capitalization. The Sub-Adviser employs momentum, quality, and risk-on/risk-off strategies to select securities based on market conditions.
- Inception date
- February 21, 2025
- Fund family
- Yoke ETF
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Data updated on 2026-08-04