Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.85% -0.01% 4.047M 2671.07
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.45% -- 4.360M

Basic Info

Investment Strategy
The Fund seeks long-term growth of capital. Under normal circumstances, the Fund will invest at least 80% of its net assets in equity securities of small-cap companies or those with a total market capitalization that falls within the range of the Russell 2000 Index or the Index, at the time of purchase.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap Growth
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Small-Cap Growth Funds
Global Macro Equity North America
US Macro Small-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Small-Cap Funds
Fund Owner Firm Name Deepwater
Broad Asset Class Benchmark Index
^SPXTR 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
--
--
--
--
--
--
--
-5.18%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
-2.96%
18.88%
13.34%
32.55%
-15.93%
18.51%
12.39%
13.41%
-1.55%
25.81%
20.20%
14.80%
-20.49%
17.08%
11.54%
12.90%
0.12%
25.39%
20.03%
14.54%
-20.48%
16.84%
11.39%
12.66%
0.12%
As of March 19, 2026.

Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.18%
Stock 99.71%
Bond 0.15%
Convertible 0.00%
Preferred 0.00%
Other -0.03%
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Basic Info

Investment Strategy
The Fund seeks long-term growth of capital. Under normal circumstances, the Fund will invest at least 80% of its net assets in equity securities of small-cap companies or those with a total market capitalization that falls within the range of the Russell 2000 Index or the Index, at the time of purchase.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap Growth
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Small-Cap Growth Funds
Global Macro Equity North America
US Macro Small-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Small-Cap Funds
Fund Owner Firm Name Deepwater
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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