Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.85% -0.02% 216.29M 49326.10
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.94% 180.0% -343.57M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation.The fund typically owns 20 domestic stocks that are normally included in the S&P 500 Index. The stocks are chosen using a strategy developed by an affiliate of the Adviser. The strategy is based on a model that selects stocks based on quality stock screens and trend factors.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name 3Fourteen SMI
Broad Asset Class Benchmark Index
^SPXTR 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
--
--
--
--
--
--
--
-4.99%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
15.71%
--
--
--
--
--
--
24.49%
0.00%
--
--
--
--
--
--
--
17.59%
-6.66%
33.74%
23.37%
29.67%
-18.15%
26.25%
10.32%
14.31%
--
--
10.28%
27.29%
-16.41%
20.09%
27.02%
12.94%
As of December 18, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.04%
Stock 100.1%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.03%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation.The fund typically owns 20 domestic stocks that are normally included in the S&P 500 Index. The stocks are chosen using a strategy developed by an affiliate of the Adviser. The strategy is based on a model that selects stocks based on quality stock screens and trend factors.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name 3Fourteen SMI
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders