Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.06% -0.04% 41.98M 11316.27
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 0.00% -551740.0

Basic Info

Investment Strategy
The Fund seeks to provide income and capital appreciation. Under normal circumstances, the Fund invests at least 80% of its net assets (plus borrowings for investment purposes) in income-producing, publicly-traded U.S. stocks or unaffiliated ETFs purchased in the secondary market.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - US
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name Brookstone Asset Management
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
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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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--
--
--
--
--
--
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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
--
--
--
--
--
14.39%
9.16%
0.66%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
0.68%
--
--
--
--
--
12.16%
8.06%
0.38%
--
--
--
-22.87%
6.29%
7.59%
4.60%
12.02%
--
--
--
--
5.73%
-2.24%
23.87%
14.15%
As of March 01, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.49%
Stock 61.31%
Bond 38.65%
Convertible 0.00%
Preferred 0.00%
Other -0.44%
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Basic Info

Investment Strategy
The Fund seeks to provide income and capital appreciation. Under normal circumstances, the Fund invests at least 80% of its net assets (plus borrowings for investment purposes) in income-producing, publicly-traded U.S. stocks or unaffiliated ETFs purchased in the secondary market.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - US
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name Brookstone Asset Management
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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