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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.75% 0.11% 203.14M 49447.93
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.44% 324.0% 91.43M

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. Under normal market circumstances, the Fund invests at least 80% of its assets in common stocks and ADRs. The Fund holds at least 50 US listed stocks of companies of any market capitalization and are among the highest-ranking stocks as determined by quantitative models.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Growth Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Counterpoint
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)
--
--
--
--
--
--
--
--
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
--
--
--
--
--
28.37%
17.80%
11.70%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.11%
21.30%
17.59%
30.70%
-15.90%
18.17%
17.80%
13.84%
8.14%
1.04%
6.58%
12.41%
-13.98%
7.29%
13.23%
-1.55%
9.34%
34.25%
25.44%
22.12%
-22.48%
14.41%
8.22%
10.23%
7.69%
--
5.86%
25.74%
-15.55%
21.45%
19.06%
10.24%
9.19%
As of February 27, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.11%
Stock 99.96%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.07%
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Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. Under normal market circumstances, the Fund invests at least 80% of its assets in common stocks and ADRs. The Fund holds at least 50 US listed stocks of companies of any market capitalization and are among the highest-ranking stocks as determined by quantitative models.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Growth Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Counterpoint
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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