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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.54% 0.08% 99.38M 479.93
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.15% -- 38.20M Upgrade

Basic Info

Investment Strategy
DXGE seeks to provide income and long-term capital appreciation by investing primarily in equity securities globally that pay a dividend or distribution.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Value
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global Income
Peer Group Global Dividend & Income Equity
Global Macro Equity Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Dynamic Funds
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)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
--
18.62%
11.79%
3.23%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
2.60%
22.45%
-4.23%
18.80%
-1.06%
8.71%
11.03%
14.10%
2.23%
--
--
--
--
--
20.35%
14.40%
3.79%
17.33%
-1.67%
15.16%
1.77%
5.71%
17.44%
13.74%
3.35%
21.11%
3.14%
28.25%
-13.89%
18.54%
43.06%
0.42%
4.93%
As of January 12, 2026.

Asset Allocation

As of August 31, 2025.
Type % Net
Cash 1.44%
Stock 98.56%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
DXGE seeks to provide income and long-term capital appreciation by investing primarily in equity securities globally that pay a dividend or distribution.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Value
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global Income
Peer Group Global Dividend & Income Equity
Global Macro Equity Global
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Dynamic Funds
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
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