Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.45% 0.16% 52.77M 21741.00
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.80% -- 36.03M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund is an actively managed exchange-traded fund (ETF) that is sub-advised by MarketDesk Indices LLC (the Sub-Adviser). Under normal circumstances, the Fund will invest at least 80% of its net assets in U.S. securities demonstrating positive momentum.
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 Multi-Cap Core Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name MarketDesk
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)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% 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
--
--
--
--
--
--
--
6.11%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.80%
--
--
--
--
--
--
15.01%
1.52%
--
--
--
--
--
--
--
10.23%
33.13%
36.59%
7.72%
-24.49%
20.88%
26.06%
8.37%
4.49%
--
53.72%
13.09%
-26.30%
27.05%
35.79%
7.69%
2.87%
As of January 12, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.21%
Stock 99.60%
Bond 0.17%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund is an actively managed exchange-traded fund (ETF) that is sub-advised by MarketDesk Indices LLC (the Sub-Adviser). Under normal circumstances, the Fund will invest at least 80% of its net assets in U.S. securities demonstrating positive momentum.
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 Multi-Cap Core Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name MarketDesk
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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