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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.40% -0.01% 3.287M 1174.43
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.66% -- 3.190M Upgrade

Basic Info

Investment Strategy
The Fund seeks current income and long term capital appreciation. Under normal market conditions, the Fund invest at least 80% of its assets in foreign equity securities that have records of paying dividends. The Fund invest in companies with market capitalizations of $2 billion or higher at the time of initial purchase.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Value
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global Income
Peer Group International Equity Income Funds
Global Macro Equity Global
US Macro Developed International Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective International Funds
Fund Owner Firm Name Genter
Broad Asset Class Benchmark Index
^MSACXUSNTR 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
2019
2020
2021
2022
2023
2024
2025
YTD
21.51%
10.65%
7.82%
-16.00%
15.62%
5.53%
32.39%
3.05%
25.83%
-6.46%
24.49%
-6.50%
14.27%
3.05%
24.44%
1.55%
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45.63%
2.50%
As of January 13, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.00%
Stock 100.0%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
The Fund seeks current income and long term capital appreciation. Under normal market conditions, the Fund invest at least 80% of its assets in foreign equity securities that have records of paying dividends. The Fund invest in companies with market capitalizations of $2 billion or higher at the time of initial purchase.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Value
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global Income
Peer Group International Equity Income Funds
Global Macro Equity Global
US Macro Developed International Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective International Funds
Fund Owner Firm Name Genter
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

View Basic Info
Start Trial

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