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The Definitive Daily Read on Exchange-Traded Funds
Sunday, August 23, 2026The Morning Brief →Sign in
XCORFUNDX ETF

FUNDX ETF

$88.51+0.43% today
749252-WK
Price & daily flows
88.083.178.188.51DAILY NET FLOWAug 22Dec 19Apr 21Aug 21

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN

The desk’s read

Flows are quiet — the past month netted out near zero, while the price has returned +10.1% so far this year.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$162Massets under management
expense ratio
net flow, trailing month
2Kavg daily volume, 30 days
0holdings · US-domiciled
2024listed June 5, 2024 · beta 1.15
Sector weights
Technology43.54%
Consumer Cyclical14.72%
Communication Services12.86%
Healthcare10.45%
Financial Services6.44%
Industrials4.42%
Consumer Defensive4.26%
Basic Materials1.3%
Energy0.93%
Real Estate0.79%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week-2.1%
1 month+2.4%
3 months-0.5%
6 months+9.5%
YTD+10.1%
1 year+15.8%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week
1 month
3 months
YTD
1 year

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

The risk read
21%realized volatility, 30 days (annualized)
16%realized volatility, 1 year
-10.1%deepest fall from a peak, 1 year
-3.5%where it sits vs. that peak today

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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