Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.78% 0.01% 159.54M 8607.70
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.44% 674.0% -23.27M Upgrade

Basic Info

Investment Strategy
The Fund seeks total return. Generally, the Fund's sub-adviser selects investments using a strategic approach that is based on a long-term view of macroeconomic factors. Through that approach, the Fund's portfolio will generally have exposure to a variety of asset classes, geographies, and market capitalizations.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - Global
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name Gadsden
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
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5%
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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
--
11.58%
21.07%
3.96%
-2.09%
1.73%
7.45%
22.55%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.72%
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13.39%
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10.56%
--
--
--
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-22.64%
16.99%
26.89%
23.96%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.11%
Stock 48.67%
Bond 20.87%
Convertible 0.00%
Preferred 0.06%
Other 28.29%
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Basic Info

Investment Strategy
The Fund seeks total return. Generally, the Fund's sub-adviser selects investments using a strategic approach that is based on a long-term view of macroeconomic factors. Through that approach, the Fund's portfolio will generally have exposure to a variety of asset classes, geographies, and market capitalizations.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - Global
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name Gadsden
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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