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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.00% 0.35% 5.435M --
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
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Basic Info

Investment Strategy
The investment seeks growth. In pursuing its investment objective, the fund will seek long-term growth in value by investing in listed equities on a global basis. Under normal circumstances, the fund will invest at least 80% of its net assets (plus amounts borrowed for investment purposes) in equity securities. The fund will invest primarily in common stock of U.S. and non-U.S. listed companies of any size. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Multi-Cap Core
Global Macro Equity Global
US Macro Developed Global Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Fundsmith
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

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Performance Versus Peer Group

 
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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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-14.20%
21.51%
10.65%
7.82%
-16.00%
15.62%
5.53%
29.63%
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10.92%
13.06%
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21.69%
As of December 12, 2025.

Asset Allocation

As of December 10, 2025.
Type % Net
Cash 0.00%
Stock 100.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
The investment seeks growth. In pursuing its investment objective, the fund will seek long-term growth in value by investing in listed equities on a global basis. Under normal circumstances, the fund will invest at least 80% of its net assets (plus amounts borrowed for investment purposes) in equity securities. The fund will invest primarily in common stock of U.S. and non-U.S. listed companies of any size. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Multi-Cap Core
Global Macro Equity Global
US Macro Developed Global Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Fundsmith
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

View Basic Info
Start Trial

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