Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.23% 0.04% 271.01M 24742.03
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 245.04M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide capital growth that invests at least 80% of its net assets in investments that provide exposure to equity securities. the Fund intends to invest primarily in unaffiliated passively managed and actively managed ETFs and it will have investment exposure to non-U.S. companies.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Multi-Cap Core
Global Macro Equity Global
US Macro Developed Global Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Funds
Fund Owner Firm Name Bluemonte Investment Management
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
--
--
--
-14.20%
21.51%
10.65%
7.82%
-16.00%
15.62%
5.53%
29.86%
-13.70%
23.20%
10.00%
18.68%
-16.96%
22.41%
17.50%
22.54%
--
--
17.34%
23.78%
-18.66%
25.58%
14.48%
22.43%
-7.82%
30.04%
15.05%
23.85%
-17.89%
24.78%
19.52%
19.42%
-9.79%
28.23%
17.20%
18.35%
-19.03%
23.21%
16.66%
19.12%
As of December 19, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.30%
Stock 98.59%
Bond 0.11%
Convertible 0.00%
Preferred 0.52%
Other 0.48%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks to provide capital growth that invests at least 80% of its net assets in investments that provide exposure to equity securities. the Fund intends to invest primarily in unaffiliated passively managed and actively managed ETFs and it will have investment exposure to non-U.S. companies.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Multi-Cap Core
Global Macro Equity Global
US Macro Developed Global Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Funds
Fund Owner Firm Name Bluemonte Investment Management
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders