Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
2.62% 0.02% 56.77M 2570.70
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 423.0% -268448.0 Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. It seeks to achieve its objective by taking both long and short positions in equity securities. The sub-adviser employs proprietary algorithm to manage the Funds portfolio seeking to maintain a consistent 100% long exposure and short exposure will vary between 10% to 60%.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Long/Short Equity US
Peer Group Alternative Long/Short Equity Funds
Global Macro Alternative Equity
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Long/Short Equity Funds
Fund Owner Firm Name Even Herd
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
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

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
--
--
7.03%
-9.41%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
21.27%
--
--
--
--
--
--
--
16.99%
--
--
--
22.26%
22.41%
-8.53%
-3.50%
0.70%
--
--
--
--
--
--
17.70%
6.82%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 6.75%
Stock 65.98%
Bond 5.02%
Convertible 0.00%
Preferred 0.00%
Other 22.26%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. It seeks to achieve its objective by taking both long and short positions in equity securities. The sub-adviser employs proprietary algorithm to manage the Funds portfolio seeking to maintain a consistent 100% long exposure and short exposure will vary between 10% to 60%.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Long/Short Equity US
Peer Group Alternative Long/Short Equity Funds
Global Macro Alternative Equity
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Long/Short Equity Funds
Fund Owner Firm Name Even Herd
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders