Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.82% -0.04% 109.72M 22834.77
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 401.0% -52.35M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide long-term growth. In allocating the Fund's assets, the Sub-Adviser will utilize a moderate investment style, which will seek a balance between capital preservation and growth through allocation to sectors that are believed to outperform at various points within the economic cycle.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Balanced - US
Peer Group Mixed-Asset Target Alloc Moderate Funds
Global Macro --
US Macro Mixed-Assets Target Allocation Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Cabana
Broad Asset Class Benchmark Index
^SPXTR 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
--
--
--
--
-23.23%
3.77%
1.89%
15.85%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
-8.41%
18.55%
11.55%
13.20%
-12.48%
12.02%
12.77%
12.42%
--
--
--
--
--
--
10.58%
12.29%
--
--
--
--
--
--
14.99%
12.39%
As of December 08, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.32%
Stock 88.53%
Bond 0.05%
Convertible 0.00%
Preferred 0.00%
Other 11.10%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks to provide long-term growth. In allocating the Fund's assets, the Sub-Adviser will utilize a moderate investment style, which will seek a balance between capital preservation and growth through allocation to sectors that are believed to outperform at various points within the economic cycle.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Balanced - US
Peer Group Mixed-Asset Target Alloc Moderate Funds
Global Macro --
US Macro Mixed-Assets Target Allocation Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Cabana
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders