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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.54% 0.06% 312.39M 1165.37
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.45% 21.00% -70.71M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. Under normal circumstances, the Fund will invests at least 80% of its net assets in common stock of large-capitalization companies. The Adviser then employs bottom-up, fundamental analysis to narrow the investable universe to a pool of growth companies.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Growth
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Growth Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name CastleArk
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
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
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
--
26.49%
10.84%
0.18%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.44%
--
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35.95%
28.53%
17.83%
0.59%
--
--
--
--
54.23%
31.59%
16.94%
-1.16%
--
--
--
--
--
23.24%
12.43%
0.89%
33.14%
56.18%
16.09%
-39.63%
49.13%
38.20%
17.09%
-0.30%
As of January 19, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.38%
Stock 97.66%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
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Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. Under normal circumstances, the Fund will invests at least 80% of its net assets in common stock of large-capitalization companies. The Adviser then employs bottom-up, fundamental analysis to narrow the investable universe to a pool of growth companies.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Growth
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Growth Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name CastleArk
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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