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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.55% 0.28% 37.98M 10497.93
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 58.00% -18.42M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation and income. The Funds adviser, TrueMark Investments, LLC, will allocate the Funds investments among international and domestic equities, fixed income securities, and cash and cash equivalents. The Fund will typically invest more than 50% of its assets in Underlying Funds.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Global Macro
Peer Group Alternative Global Macro Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Global Macro Funds
Fund Owner Firm Name True Shares
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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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
16.35%
-1.77%
-8.05%
-15.82%
8.70%
7.43%
13.55%
2.32%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
22.34%
2.36%
15.78%
-1.18%
3.37%
-16.81%
12.56%
1.99%
15.43%
1.68%
--
--
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--
--
--
--
7.61%
21.44%
-12.81%
23.09%
-11.90%
10.61%
10.88%
11.07%
2.65%
8.36%
1.69%
15.70%
-3.32%
3.96%
3.89%
16.34%
3.69%
As of January 19, 2026.

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.13%
Stock 51.57%
Bond 46.71%
Convertible 0.00%
Preferred 0.69%
Other -1.09%
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Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation and income. The Funds adviser, TrueMark Investments, LLC, will allocate the Funds investments among international and domestic equities, fixed income securities, and cash and cash equivalents. The Fund will typically invest more than 50% of its assets in Underlying Funds.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Global Macro
Peer Group Alternative Global Macro Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Global Macro Funds
Fund Owner Firm Name True Shares
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

View Basic Info
Start Trial

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