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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.34% -0.03% 9.889M 10186.90
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 4.552M

Basic Info

Investment Strategy
The Fund seeks long term growth of capital. The Fund seeks to achieve its investment objective by investing in a portfolio of other large, broad based or factor or style based that can improve the Funds relative stock returns. The Fund may pay transaction costs, including commissions when it buys and sells securities.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - Global
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name Discipline Funds
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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15%
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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
--
--
--
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6.75%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
-0.00%
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8.95%
0.65%
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4.22%
--
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-16.19%
10.48%
2.92%
12.02%
3.30%
As of February 14, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.33%
Stock 98.08%
Bond 0.14%
Convertible 0.00%
Preferred 0.35%
Other 1.10%
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Basic Info

Investment Strategy
The Fund seeks long term growth of capital. The Fund seeks to achieve its investment objective by investing in a portfolio of other large, broad based or factor or style based that can improve the Funds relative stock returns. The Fund may pay transaction costs, including commissions when it buys and sells securities.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - Global
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name Discipline Funds
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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