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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.45% -0.02% 200.14M 3947.20
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.69% -- 445.36M Upgrade

Basic Info

Investment Strategy
The Fund seeks to achieve long-term growth of capital and generate current income, also invest across a variety of sectors, and actively managed exchange-traded fund. Under normal circumstances, the Fund invests at least 80% of its net assets in equity securities or ETFs that provide exposure to equity securities.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Core Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name ARS Investment Partners
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
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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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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.98%
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18.35%
16.86%
-2.03%
24.68%
6.58%
18.81%
-7.45%
15.46%
13.17%
15.15%
-13.34%
26.91%
2.72%
34.81%
-5.13%
9.11%
16.81%
7.49%
-1.12%
26.79%
5.06%
25.66%
-7.55%
12.34%
15.79%
16.15%
As of December 05, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 5.32%
Stock 90.46%
Bond 4.24%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
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Basic Info

Investment Strategy
The Fund seeks to achieve long-term growth of capital and generate current income, also invest across a variety of sectors, and actively managed exchange-traded fund. Under normal circumstances, the Fund invests at least 80% of its net assets in equity securities or ETFs that provide exposure to equity securities.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Core Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name ARS Investment Partners
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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