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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% 0.07% 135.59M 16247.37
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.47% 308.0% 68.41M Upgrade

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
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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--
--
--
--
--
--
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Peer Group Rtn. (NAV)
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--
--
--
--
--
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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
--
--
--
--
--
--
28.37%
17.96%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.72%
--
--
--
--
--
21.81%
16.49%
6.50%
--
--
--
20.00%
-7.49%
2.38%
14.13%
-0.60%
-9.15%
28.79%
8.86%
26.32%
-11.19%
14.74%
14.33%
9.12%
--
--
--
--
--
--
8.67%
-7.09%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.36%
Stock 99.65%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
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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
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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