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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.70% 0.02% 810637.0 661.77
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.85% -- 607113.0 Upgrade

Basic Info

Investment Strategy
The Fund seeks to correspond to the performance of the CORE16 Best of Breed Premier Index, designed to provide exposure to a systematically selected, rules-based portfolio of US large-cap equities, with the capacity to adjust allocations between equities and cash to capture upside potential while mitigating downside risk.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Core 16
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%
17.72%
-3.28%
31.42%
22.10%
27.79%
-19.89%
29.79%
27.12%
18.98%
-3.88%
31.15%
20.94%
31.32%
-21.71%
28.52%
22.38%
17.80%
-4.88%
31.06%
20.77%
26.32%
-19.19%
26.41%
24.32%
17.06%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.61%
Stock 89.30%
Bond 10.09%
Convertible 0.00%
Preferred 0.00%
Other -0.00%
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Basic Info

Investment Strategy
The Fund seeks to correspond to the performance of the CORE16 Best of Breed Premier Index, designed to provide exposure to a systematically selected, rules-based portfolio of US large-cap equities, with the capacity to adjust allocations between equities and cash to capture upside potential while mitigating downside risk.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Core 16
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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