YOKEYoke Core ETF

Grow my money1y track recordRanked #1,367 of 2,960 in this goal

Seeks to achieve capital appreciation.

By Yoke ETF · Launched 2025

Annual Cost

0.31%

#1,525 of 5,562 · low cost

Fund Size

$235M

#2,184 of 5,562 · mid-size

Return (1Y)Goal

+28.3%

Track Record

1 year

#4,192 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$12,930+29.3%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 33.1% of fund✓ well diversified

Alphabet IncGOOGL

4.8%

NVIDIA CorpNVDA

3.7%

TJX Cos Inc/TheTJX

3.7%

EMCOR Group IncEME

3.6%

GE AEROSPACEGE

3.2%

ASML Holding NVASML

3.0%

Johnson & JohnsonJNJ

2.9%

Palantir Technologies IncPLTR

2.8%

Meta Platforms IncMETA

2.8%

Novartis AGNVS

2.6%

Asset allocation

Stocks

99.6%

Other

0.5%

By sector

Technology

29.8%

Industrials

20.6%

Consumer Cyclical

12.8%

Communication

9.4%

Financial Services

8.8%

Consumer Defensive

5.6%

Energy

5.3%

Healthcare

5.3%

Other

2.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.8%Moderate

Year-on-year price swings

Max drawdown

-8.6%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to achieve capital appreciation.
Strategy: Actively managed ETF investing in a tactical asset allocation across domestic and international equity markets. Allocates to various equity securities, including common stocks, REITs, and ADRs, using momentum, quality, and risk strategies to adjust exposure based on market conditions.
Inception date: February 21, 2025
Fund family: Yoke ETF