Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
3.25% -0.05% 56.50M 11470.50
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
6.62% 138.0% -93.39M

Basic Info

Investment Strategy
The Fund seeks to deliver a meaningfully higher yield compared to the S&P 500 Index with a secondary focus on capital preservation and the opportunity for long-term capital growth. The Fund seeks to deliver above-average yield relative to the broader market by purchasing a portfolio of 50-150 income generating securities.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap Value
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Core Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name True Shares
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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--
--
--
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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
--
--
--
--
--
--
-6.49%
6.01%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.52%
44.72%
1.79%
33.95%
-17.30%
5.78%
17.32%
13.77%
5.40%
28.59%
11.31%
29.41%
-15.46%
17.88%
21.96%
16.14%
2.45%
--
--
--
--
--
40.72%
-2.92%
-0.22%
17.91%
-13.51%
18.32%
-19.48%
3.02%
-5.26%
-6.41%
8.54%
As of February 11, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.70%
Stock 79.28%
Bond 19.35%
Convertible 0.00%
Preferred 0.16%
Other 0.51%
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Basic Info

Investment Strategy
The Fund seeks to deliver a meaningfully higher yield compared to the S&P 500 Index with a secondary focus on capital preservation and the opportunity for long-term capital growth. The Fund seeks to deliver above-average yield relative to the broader market by purchasing a portfolio of 50-150 income generating securities.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap Value
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Core Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name True Shares
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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