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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.82% 0.04% 15.40M 2597.63
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 13.68M Upgrade

Basic Info

Investment Strategy
The Fund seeks capital appreciation. The Fund seeks to achieve its investment objective by utilizing an investment strategy that leverages NextGen EMP, Incs, proprietary algorithm to estimate which asset classes or sectors of the economy are likely to exceed the returns of the overall U.S. equity market.
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 Active Extension 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 NextGenEMP
Broad Asset Class Benchmark Index
^MSACWINTR 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
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
--
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16.99%
-9.41%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
21.27%
--
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--
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7.03%
-4.81%
16.16%
2.56%
19.65%
-5.57%
16.93%
18.80%
9.07%
-1.84%
19.53%
16.12%
14.80%
-19.59%
12.13%
8.48%
11.45%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 10.59%
Stock 35.50%
Bond 2.75%
Convertible 0.00%
Preferred 0.00%
Other 51.16%
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Basic Info

Investment Strategy
The Fund seeks capital appreciation. The Fund seeks to achieve its investment objective by utilizing an investment strategy that leverages NextGen EMP, Incs, proprietary algorithm to estimate which asset classes or sectors of the economy are likely to exceed the returns of the overall U.S. equity market.
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 Active Extension 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 NextGenEMP
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

View Basic Info
Start Trial

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