Annual Cost
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Fund Size
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Return (1Y)Goal
N/A
Track Record
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What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Active selection
Factor
Growth
Focus
General Innovation
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in common stocks of U.S. innovative growth companies, focusing on sectors like Consumer Discretionary and Information Technology. The strategy emphasizes a research-intensive, bottom-up stock selection process with a moderately concentrated portfolio of 30-50 holdings.
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Data updated on 2026-08-19