XNSG:
Xenos Wealth Growth Fund
- XNSG
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25 - 1%
Overview
XNSG (the “Growth Fund”) aims to replicate the performance of an index composed of large-capitalization U.S. equities, providing broad exposure to some of the most established and influential companies in the U.S. market.
Why XNSG?
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Broad Exposure to U.S. Market Leaders - XNSG provides investors with diversified access to the largest and most established U.S. companies spanning all major sectors. This broad-based equity exposure serves as a strong core holding for long-term investors seeking balanced participation across the American economy.
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Enhanced Long-Term Growth Strategy - Positioned as a growth-oriented fund, XNSG is designed to not only track but exceed the performance of the S&P 500 Index by 2-3% annually. With a focus on strategic allocation and active rebalancing, XNSG aims to deliver superior capital appreciation for investors with long-term growth objectives.
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Built for Tomorrow’s Opportunities - By combining a forward-looking emphasis on innovation with disciplined index tracking and strategic active management, XNSG is well-positioned to harness long-term market tailwinds and capitalize on transformative technological trends in the years ahead.
Fund Performance (as of 8/15/2025)
| Time | XNSG | S&P 500 |
|---|---|---|
| 1-mo | 2.33% | 2.28% |
| 3-mo | 4.65% | 3.49% |
| 6-mo | 5.04% | 4.96% |
| YTD | 10.06% | 9.89% |
| 1-yr | N/A | 14.89% |
| Inception | 10.06% | N/A |
About the benchmark
The S&P 500 Index is a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. The index includes 500 leading companies in leading industries of the U.S. economy.
Top Holdings
| # | Holding | Weight |
|---|---|---|
| 1 | NVIDIA Corp | 7.3% |
| 2 | Microsoft Corp | 7.0% |
| 3 | Apple Inc | 5.8% |
| 4 | Amazon.com Inc | 3.9% |
| 5 | Alphabet Inc | 3.5% |
| 6 | Meta Platforms Inc | 3.1% |
| 7 | Broadcom Inc | 2.5% |
| 8 | Berkshire Hathaway Inc | 1.7% |
| 9 | Tesla Inc | 1.7% |
| 10 | JP Morgan Chase & Co | 1.5% |
Sectoral Allocation
| Technology | 55% |
|---|---|
| Finance | 25% |
| Industrial | 10% |
| Energy | 10% |
Illustrative sector weights. Allocations may change without notice.
Investors should consider the investment objectives, risk, charges and expenses carefully before investing.
Fund Details
Fund Details
- Management Style: Active
- Fees: 1%
- AUM: $120K
- Ticker: XNSG
- #Holdings: 25
- Posted: Mar 15, 2025
- Ticker: XNSG
- Fees: 1%
- AUM: $120K
- #Holdings: 25
- Inception: 15 March 2025
- Rebalancing: Monthly
- Management: Active
Ready to Invest?
We look forward to being long-term partners.