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NPF Investment AdvisorsLarge BlendNPFE · Cboe BZX

NPF Core Equity ETF (NPFE)

Price
$27.97
11 Sept 2026
Assets
$667.1M
Total net assets
Expense ratio
0.40%
Category 0.72%
Yield
Trailing distributions
3Y CAGR
Category 19.2%
5Y CAGR
Category 11.4%
Loading NAV history…
NPF Core Equity ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-2.9%+4.6%+14.4%+12.4%
Large Blend average-1.7%2.7%14.8%12.0%15.6%19.2%11.4%14.1%14.5%
Difference-1.2%+1.9%-0.4%-2.1%

Holdings

The 10 largest positions make up 46.4% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
MSFTMicrosoft Corp10.59%
GOOGLAlphabet Inc Class A5.10%
AMZNAmazon.com Inc4.32%
BALLBall Corp4.03%
AMATApplied Materials Inc3.87%
DHRDanaher Corp3.80%
NVDANVIDIA Corp3.69%
TSMTaiwan Semiconductor Manufacturing Co Ltd ADR3.69%
VVisa Inc Class A3.67%
ALSNAllison Transmission Holdings Inc3.65%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
27.3
P/B
5.4
P/S
4.5
P/CF
19.1

Sector allocation

Share of the equity the fund holds.

34.6%Technology11 sectors
  1. Technology34.6%
  2. Consumer discretionary14.3%
  3. Health care12.8%
  4. Financial services12.6%
  5. Industrials12.5%
  6. Materials6.5%
  7. Communication services5.9%
  8. Energy0.3%
  9. Consumer staples0.3%
  10. Utilities0.1%
  11. Real estate0.1%

Asset mix

  • Stocks99.9%
  • Cash0.1%

ETF details

Issuer
NPF Investment Advisors
Category
Equity · Large Blend
Ticker
NPFE
Exchange
Cboe BZX
Inception
10 Mar 2026 (0.5 years)
Structure
Exchange Traded Fund
Expense ratio
0.40% (category 0.72%)
Holdings turnover
0% (category 95%)
Distribution yield
Beta, 3 years
0.00
Total net assets
$667.1M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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