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ZIGThe Acquirers Fund ETF

Grow my money7y track recordRanked #2,409 of 3,051 in this goal

Seeks capital appreciation.

By Acquirers Funds · Launched 2019

Annual Cost

0.75%

#4,062 of 6,035 · expensive

Fund Size

$33M

#4,169 of 6,035 · small

Return (1Y)

+4.2%

Track Record

7 years

#1,894 of 6,035 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,400+4.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 36.7% of funddiversified

Crocs Inc
4.3%
Mueller Industries Inc
4.0%
Olin Corp
3.7%
Synchrony Financial
3.7%
Altria Group Inc
3.6%
VeriSign Inc
3.6%
Southern Copper Corp
3.5%
Lantheus Holdings Inc
3.5%
California Resources Corp
3.4%
Artisan Partners Asset Managem
3.3%

Asset allocation

Stocks
99.3%
Cash
0.7%
Other
0.0%

By sector

Consumer Cyclical
37.4%
Energy
21.6%
Consumer Defensive
12.6%
Industrials
9.4%
Financial Services
7.1%
Basic Materials
6.6%
Healthcare
3.1%
Technology
2.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.9%Moderate

Year-on-year price swings

Max drawdown
-37.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.36Below average
Sortino (3Y)
0.54Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks capital appreciation.
Strategy
Actively manages a portfolio of equity securities of U.S.-listed companies believed to be undervalued but fundamentally strong. Targets approximately 30 stocks from the largest 25% of all stocks, focusing on cyclical consumer, energy, and industrial sectors.
Inception date
May 14, 2019
Fund family
Acquirers Funds

Next steps

Save ZIG to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-17