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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.06% -0.06% 43.13M 6436.80
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 0.00% 2.005M Upgrade

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
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

 
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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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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
--
--
--
--
--
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14.39%
9.03%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
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10.58%
12.29%
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--
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5.73%
-2.24%
23.36%
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8.56%
-8.41%
18.55%
11.55%
13.20%
-12.48%
12.02%
12.77%
12.42%
As of December 08, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.66%
Stock 42.53%
Bond 56.73%
Convertible 0.00%
Preferred 0.00%
Other 0.09%
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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
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
Start Trial

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