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ETFs

Beacon Selective Risk ETF

BSR
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Apr 17 2023
Expense Ratio
1.10%
Type
US Diversified
Fund Owner
Beacon
Volume (1m avg. daily)
$311,009
AUM
$8,914,500
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus
View

Top 10 Holdings

BSV
Vanguard Group, Inc. - Vanguard Short-Term Bond ETF
22.10%
BIV
Vanguard Group, Inc. - Vanguard Intermediate-Term Bond ETF
10.96%
BLV
Vanguard Group, Inc. - Vanguard Long-Term Bond ETF
10.84%
VGT
Vanguard Group, Inc. - Vanguard Information Technology ETF
9.91%
VCR
Vanguard Group, Inc. - Vanguard Consumer Discretionary ETF
9.59%
VOX
Vanguard Group, Inc. - Vanguard Communication Services ETF
9.35%
VIS
Vanguard Group, Inc. - Vanguard Industrials ETF
9.32%
VAW
Vanguard Group, Inc. - Vanguard Materials ETF
8.83%
VDC
Vanguard Group, Inc. - Vanguard Consumer Staples ETF
8.75%
n/a
BBH SWEEP VEHICLE
0.25%
Invest with BSR

What is BSR?

The Beacon Selective Risk ETF is an actively managed exchange traded fund incorporated in the USA. The fund seeks to provide long term capital appreciation. The fund will use a fund of funds approach and achieve its investment objective by investing in shares of Vanguard Sector ETFs. The Beacon Selective Risk Fund seeks to participate in the equity market to capture reasonable upside in bull markets and seeks to protect principal through a mechanical risk mitigation mechanism that exits specific sectors when market conditions weaken.

ETFs related toBSR

ETFs correlated to BSR include NTSX, AOA, PAPR

BSR
Northern Lights Fund Trust II - Beacon Selective Risk ETF
NTSX
WisdomTree Trust - WisdomTree U.S. Efficient Core Fund
AOA
BlackRock Institutional Trust Company N.A. - iShares Core Aggressive Allocation ETF
PAPR
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April
SPYX
SPDR Series Trust - SSGA SPDR S&P 500 Fossil Fuel Free ETF
VONE
Vanguard Group, Inc. - Vanguard Russell 1000 Index ETF
FAUG
First Trust Exchange-Traded Fund VIII - FT Cboe Vest U.S. Equity Buffer ETF - August
DECW
AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Dec ETF
IUS
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI Strategic US ETF
PAUG
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August
IWV
BlackRock Institutional Trust Company N.A. - iShares Russell 3000 ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toBSR

#OPUS-8

Opus-8

Category

Opus

Risk Rating

Conservative

#OPUS-12

Opus-12

Category

Opus, Investing for the Long-Term

Risk Rating

Moderate

Create your own algorithmic trading strategy with BSR using Composer

FAQ

BSR is a US Diversified ETF. The Beacon Selective Risk ETF is an actively managed exchange traded fund incorporated in the USA. The fund seeks to provide long term capital appreciation. The fund will use a fund of funds approach and achieve its investment objective by investing in shares of Vanguard Sector ETFs. The Beacon Selective Risk Fund seeks to participate in the equity market to capture reasonable upside in bull markets and seeks to protect principal through a mechanical risk mitigation mechanism that exits specific sectors when market conditions weaken.

Yes, BSR is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, BSR is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on BSR is 0.0138%. This is the percent change in the value of BSR over the most recent 1-month period. The 3-month return on BSR is %. This is the percent change in the value of BSR over the most recent 3-month period.

ETFs similar to BSR include AOK, DRSK, and AOR.

ETFs correlated to BSR include NTSX, AOA, and PAPR.

ETFs that are inversely correlated to BSR include SPXS, SPDN, and SDS.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.