Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.49% 0.17% 41.09M 3346.33
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
4.78% 129.0% 903441.0 Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide total return. The Fund seeks to achieve its objective by investing in a combination of equity and fixed income ETFs. The adviser utilizes rules-based, quantitative systems combined with discretionary analysis to measure market risk and select Underlying Funds to buy and sell for the Fund.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
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 GHTA
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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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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--
--
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--
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Total Return (NAV)
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--
--
--
--
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Peer Group Rtn. (NAV)
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--
--
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--
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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
--
--
--
--
2.00%
14.07%
4.78%
10.20%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
19.32%
--
--
--
12.12%
-7.57%
12.79%
8.69%
13.37%
--
--
--
--
--
--
13.63%
7.53%
--
--
--
8.44%
-16.83%
4.71%
3.56%
13.88%
--
--
--
--
--
37.66%
19.36%
22.19%
As of December 29, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 18.30%
Stock 52.57%
Bond 27.66%
Convertible 0.00%
Preferred 0.00%
Other 1.47%
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Basic Info

Investment Strategy
The Fund seeks to provide total return. The Fund seeks to achieve its objective by investing in a combination of equity and fixed income ETFs. The adviser utilizes rules-based, quantitative systems combined with discretionary analysis to measure market risk and select Underlying Funds to buy and sell for the Fund.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
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 GHTA
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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