Beacon Selective Risk

Frequently Asked Questions About BSR

What does BSR invest in?

The primary investment objective of the Beacon Selective Risk ETF is to seek to provide long-term capital appreciation.

What is the expense ratio of BSR?

Beacon Selective Risk (BSR) charges an expense ratio of 1.43%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BSR?

Beacon Selective Risk (BSR) manages $38.2M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is BSR actively managed or an index fund?

BSR's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was BSR launched?

Beacon Selective Risk (BSR) launched in April 2023 and is managed by Beacon Capital Management.

How has BSR performed?

BSR's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.