YUNGCorgi Longevity Consumer ETF
Seeks capital appreciation.
By Corgi · Launched 2026
Annual Cost
0.35%
#1,612 of 6,166 · low cost
Fund Size
$1.0M
#5,908 of 6,166 · small
Return (1Y)
N/A
Track Record
4 months
#5,431 of 6,166 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,424+4.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 49.9% of fundmoderately concentrated
Eli Lilly and CoLLY
13.5%
Welltower IncWELL
5.5%
Booking Holdings IncBKNG
4.9%
Medtronic PLCMDT
4.9%
Humana IncHUM
3.9%
Royal Caribbean GroupRCL
3.5%
Marriott International Inc Class AMAR
3.5%
Hilton Worldwide Holdings IncHLT
3.5%
Delta Air Lines IncDAL
3.4%
First American Government Obligs XFGXXX
3.2%
Asset allocation
Stocks
96.8%
Cash
3.2%
By sector
Healthcare
44.7%
Consumer Cyclical
32.0%
Real Estate
14.4%
Industrials
8.7%
Consumer Defensive
0.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-11.4%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
- Cboe BZX
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in common stocks of companies materially involved in consumer-oriented products and services benefiting from aging demographics. Invests in U.S. and foreign companies across all market capitalizations, focusing on healthspan and lifestyle categories.
- Inception date
- May 5, 2026
- Fund family
- Corgi
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Data updated on 2026-09-29