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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.50% -0.05% 204.57M 2162.70
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.15% 29.00% -17.07M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund invests at least 80% of its net assets in the securities of large capitalization companies. The Fund invests primarily in equity securities listed on a US exchange based on the results of a proprietary, quantitative research system called Fundametrics.".
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name CornerCap
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)
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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
--
--
--
25.91%
-5.76%
14.29%
15.54%
13.24%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
--
--
1.46%
28.55%
-6.18%
13.46%
16.42%
16.60%
--
--
5.34%
30.15%
-13.79%
18.79%
13.82%
16.93%
--
--
--
--
--
5.51%
14.08%
15.28%
As of December 08, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.18%
Stock 97.83%
Bond 0.94%
Convertible 0.00%
Preferred 0.00%
Other 0.05%
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Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund invests at least 80% of its net assets in the securities of large capitalization companies. The Fund invests primarily in equity securities listed on a US exchange based on the results of a proprietary, quantitative research system called Fundametrics.".
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name CornerCap
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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