BVAL ETF
Bluemonte Large Cap Value ETF
BVAL ETF Overview
BVAL ETF (Bluemonte Large Cap Value ETF) is managed by Bluemonte Investment Management. BVAL expense ratio is 0.24%, holding 5 positions across sectors including Financials, Other. Inception date: 2025-06-20.
BVAL performance shows data across multiple time periods..
BVAL top holdings include SPDR Port S&P 500 Value (33.7%), Schwab U.S. Large-cap Value ETF (29.7%), VANGUARD RUSSELL 1000 VALUE MUTUAL FUND (20.8%), Spdr(R) Portfolio S&P 500(R) Etf (15.0%), Hungary Government International Bond 3 08/21/2030 (0.8%). View all BVAL holdings, sector breakdown, or dividend history.
BVAL can be compared against other funds using the overlap calculator or side-by-side comparison tool. BVAL alternatives are available via the screener, along with tax-loss harvesting opportunities.