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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- 0.13% 1.002M --
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 0.00

Basic Info

Investment Strategy
The Fund seeks to maximize total returns for shareholders, consisting of both distributions and capital appreciation. The Fund obtains exposure, directly or indirectly, primarily to debt and equity securities of non- investment grade rated, publicly traded issuers. The fund may achieve its investment objectives by investing up to 100% of its net assets in units of other funds, including Purpose Credit Opportunities Fund, or may obtain indirect exposure to such funds, for example through the use of derivatives (including call options). The maximum permitted aggregate exposure of the Fund to cash borrowing, short selling and specified derivatives transactions is 300% of the Funds net asset value.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Credit Focus
Peer Group Alternative Credit Focused
Global Macro Alternative Bond
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Purpose Investments
Broad Asset Class Benchmark Index
^SPTSX60TR 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)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
5.44%
--
--
1.66%
-2.76%
5.20%
5.59%
4.63%
1.28%
--
--
--
--
--
--
4.02%
1.58%
--
9.28%
3.15%
-3.42%
7.48%
7.54%
5.42%
0.67%
--
--
1.23%
-3.31%
6.11%
9.03%
2.76%
0.74%
As of February 21, 2026.

Asset Allocation

Type % Net
Cash --
Stock --
Bond --
Convertible --
Preferred --
Other --
No Data Available
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Basic Info

Investment Strategy
The Fund seeks to maximize total returns for shareholders, consisting of both distributions and capital appreciation. The Fund obtains exposure, directly or indirectly, primarily to debt and equity securities of non- investment grade rated, publicly traded issuers. The fund may achieve its investment objectives by investing up to 100% of its net assets in units of other funds, including Purpose Credit Opportunities Fund, or may obtain indirect exposure to such funds, for example through the use of derivatives (including call options). The maximum permitted aggregate exposure of the Fund to cash borrowing, short selling and specified derivatives transactions is 300% of the Funds net asset value.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Credit Focus
Peer Group Alternative Credit Focused
Global Macro Alternative Bond
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Purpose Investments
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
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