Morningstar

Beacon Dynamic Allocation Fund Class C BCMCX

Medalist Rating as of Aug 31, 2026 See Beacon Capital Investment Hub

Strategy

The investment seeks total return through a combination of capital appreciation and income. The fund invests predominantly in exchange-traded funds ("ETFs") that each invest primarily in domestic or foreign (1) equity securities, (2) fixed-income securities, (3) alternative/specialty securities or (4) cash equivalents. The adviser defines equity securities to include ETFs that invest primarily in equity securities, such as common and preferred stocks. It invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) measured at the time of purchase in ETFs.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BCMDX	Beacon Dynamic Allocation Fund Class I	Institutional	Open			Oct 19, 2009	$39.05M	1.480%	Above Average	$5,000	−$14.22M
BCMAX	Beacon Dynamic Allocation Fund Class A	Front Load	Open			Nov 30, 2011	$13.92M	1.730%	Average	$5,000	−$1.75M
BCMCX	Beacon Dynamic Allocation Fund Class C	Level Load	Open			Mar 12, 2010	$9.88M	2.480%	Average	$5,000	−$5.21M

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