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Beacon

YUNGCorgi Longevity Consumer ETF

Grow my moneyNewRanked #2,508 of 2,951 in this goal

Seeks capital appreciation.

By Corgi Funds · Launched 2026

Annual Cost

0.35%

#1,713 of 5,584 · low cost

Fund Size

$1M

#5,436 of 5,584 · small

Return (1Y)Goal

N/A

Track Record

1 month

#5,457 of 5,584 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,469+4.7%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Strategy

Active selection

Focus

Aging & Longevity

What it actually holds

By weight

Concentration

Top 10 holdings = 48.7% of fundmoderately concentrated

Eli Lilly and CoLLY
13.4%
Welltower IncWELL
5.0%
Booking Holdings IncBKNG
4.3%
Medtronic PLCMDT
4.1%
Marriott International Inc Class AMAR
4.0%
Royal Caribbean GroupRCL
3.9%
Delta Air Lines IncDAL
3.7%
Hilton Worldwide Holdings IncHLT
3.7%
United Airlines Holdings IncUAL
3.3%
Humana IncHUM
3.2%

Asset allocation

Stocks
96.9%
Cash
3.1%
Other
0.0%

By sector

Healthcare
42.7%
Consumer Cyclical
33.6%
Real Estate
13.7%
Industrials
9.7%
Consumer Defensive
0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-3.1%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 managed ETF investing at least 80% of net assets in companies materially involved in consumer-oriented products and services benefiting from aging demographics and older consumers' spending preferences. Focus on extending healthspan and lifestyle categories including travel, hospitality, wellness, functional nutrition, personal services, home upgrades, senior living, mobility products, and platforms delivering personalized health and wellness experiences.
Inception date
May 5, 2026
Fund family
Corgi Funds

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Thematic
Warning

These usually launch after the gains are gone

A theme gets packaged into a fund after it has already run. Over the past 15 years, fewer than one in 10 thematic funds beat a broad global index, and more than three-quarters closed down entirely. The pitch always sounds good. The returns rarely follow.

Sources: Morningstar, 'Global Thematic Funds Landscape' (2022)

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-06-23