Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.00% -0.08% 14.98M 38088.07
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.66% -- 15.38M

Basic Info

Investment Strategy
The Fund seeks 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 in equity securities. The Fund will invest primarily in common stock of U.S. and non-U.S. listed companies of any size by pursuing its objective.
General
Security Type Exchange-Traded Fund
Equity Style --
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 Global 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
2019
2020
2021
2022
2023
2024
2025
YTD
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-1.30%
21.51%
10.65%
7.82%
-16.00%
15.62%
5.53%
32.39%
8.85%
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9.48%
16.37%
4.23%
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-12.39%
14.40%
28.59%
20.06%
1.04%
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1.46%
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4.61%
As of February 11, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.75%
Stock 93.64%
Bond 3.67%
Convertible 0.00%
Preferred 0.00%
Other -0.06%
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Basic Info

Investment Strategy
The Fund seeks 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 in equity securities. The Fund will invest primarily in common stock of U.S. and non-U.S. listed companies of any size by pursuing its objective.
General
Security Type Exchange-Traded Fund
Equity Style --
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 Global Funds
Fund Owner Firm Name Fundsmith
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

View Basic Info
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