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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.35% -0.01% 11.17M 2782.57
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.67% 46.00% -711459.0

Basic Info

Investment Strategy
The Fund seeks to achieve long-term capital appreciation. The Fund seeks to achieve its investment objective by investing in a blend of domestic equity securities of small- and mid- capitalization companies and ETFs that provide broad exposure to domestic equity securities of small- and mid- capitalization countries.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Core Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Alpha Blue
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
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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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Peer Group Rtn. (NAV)
--
--
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--
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--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
--
14.47%
7.95%
5.01%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
4.47%
33.58%
-6.71%
41.64%
-9.75%
18.83%
13.36%
23.67%
3.84%
23.72%
2.38%
30.81%
-6.80%
15.80%
7.82%
9.87%
11.36%
24.72%
-1.00%
29.20%
-3.74%
10.07%
10.13%
14.94%
10.86%
24.06%
-5.90%
34.40%
-11.78%
28.40%
12.20%
10.99%
13.39%
As of April 19, 2026.

Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.21%
Stock 98.05%
Bond 0.19%
Convertible 0.00%
Preferred 0.00%
Other 1.55%
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Basic Info

Investment Strategy
The Fund seeks to achieve long-term capital appreciation. The Fund seeks to achieve its investment objective by investing in a blend of domestic equity securities of small- and mid- capitalization companies and ETFs that provide broad exposure to domestic equity securities of small- and mid- capitalization countries.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Core Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Alpha Blue
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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