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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.80% -0.13% 86.61M 213580.4
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.19% 1.30K% 6.913M Upgrade

Basic Info

Investment Strategy
The Fund seeks to track, before fees and expenses, the performance of the IBD 50 Index, which is a weekly, rules-based, computer-generated stock index that seeks to identify the current top 50 growth stocks. The Fund will normally invest at least 80% of its net assets in securities that comprise the Index.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Growth Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Innovator
Broad Asset Class Benchmark Index
^SPXTR 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
-16.76%
25.74%
18.20%
11.92%
-51.09%
12.40%
18.38%
23.33%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
-8.34%
30.37%
47.87%
3.69%
-35.11%
22.26%
24.75%
41.56%
-10.45%
26.10%
22.58%
18.47%
-18.92%
17.30%
15.83%
8.00%
-17.24%
34.38%
107.9%
-10.31%
-57.26%
52.55%
15.68%
9.93%
-6.56%
30.99%
25.23%
8.19%
-27.94%
19.28%
23.77%
27.65%
As of December 06, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.89%
Stock 99.22%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.68%
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Basic Info

Investment Strategy
The Fund seeks to track, before fees and expenses, the performance of the IBD 50 Index, which is a weekly, rules-based, computer-generated stock index that seeks to identify the current top 50 growth stocks. The Fund will normally invest at least 80% of its net assets in securities that comprise the Index.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Growth Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Innovator
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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