Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.75% -0.09% 19.90M 3138.60
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.12% 48.00% 1.059M Upgrade

Basic Info

Investment Strategy
The investment seeks long-term capital appreciation. The fund primarily invests in U.S. exchange traded equity securities, including common and preferred stock and ADRs. The fund may invest in companies of any capitalization but typically invests in companies with capitalizations of $1 billion or more. To a lesser extent, the fund may invest in ETFs, ETNs and other exchange-traded products (collectively with ETFs and ETNs, “ETPs”) to seek to obtain exposure to industries or sectors the Sub-Advisor believes to be top thematic macro opportunities. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Growth
Category Index Russell 1000 Growth TR USD
Global Category Name US Equity Large Cap Growth
YCharts Categorization US Large Cap Growth
YCharts Benchmark Russell 1000 Growth Total Return (^RLGTR)
Prospectus Objective Growth
Fund Owner Firm Name AdvisorShares
Prospectus Benchmark Index
S&P 500 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Ross Gerber 2.75 yrs

Performance Versus Category

 
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5%
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View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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--
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 25, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
-42.76%
21.19%
7.00%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
6.30%
--
--
--
--
--
-31.53%
45.19%
7.35%
--
--
--
--
--
--
35.95%
5.87%
--
--
--
--
--
--
54.23%
7.54%
24.41%
-4.60%
29.98%
19.29%
26.34%
-16.13%
22.48%
8.62%
As of April 25, 2024.

Asset Allocation

As of April 23, 2024.
Type % Net % Long % Short
Cash 2.67% Upgrade Upgrade
Stock 94.68% Upgrade Upgrade
Bond 0.50% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 2.15% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks long-term capital appreciation. The fund primarily invests in U.S. exchange traded equity securities, including common and preferred stock and ADRs. The fund may invest in companies of any capitalization but typically invests in companies with capitalizations of $1 billion or more. To a lesser extent, the fund may invest in ETFs, ETNs and other exchange-traded products (collectively with ETFs and ETNs, “ETPs”) to seek to obtain exposure to industries or sectors the Sub-Advisor believes to be top thematic macro opportunities. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Growth
Category Index Russell 1000 Growth TR USD
Global Category Name US Equity Large Cap Growth
YCharts Categorization US Large Cap Growth
YCharts Benchmark Russell 1000 Growth Total Return (^RLGTR)
Prospectus Objective Growth
Fund Owner Firm Name AdvisorShares
Prospectus Benchmark Index
S&P 500 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Ross Gerber 2.75 yrs

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