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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.75% 0.15% 148.80M --
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
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Basic Info

Investment Strategy
The investment seeks long-term capital appreciation. The fund, an actively-managed exchange-traded fund (“ETF”), seeks to achieve its investment objective by investing in U.S. small- & mid-capitalization equity securities. Under normal market circumstances, it will invest at least 80% of its net assets (including any borrowings for investment purposes) in small- and mid-capitalization U.S. companies.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Core Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Fundstrat
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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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
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.52%
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16.00%
-22.50%
19.57%
16.59%
20.18%
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21.81%
16.49%
8.38%
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31.26%
13.06%
0.84%
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28.37%
18.69%
As of December 11, 2025.

Asset Allocation

As of December 09, 2025.
Type % Net
Cash -3.99%
Stock 99.91%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 4.08%
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Basic Info

Investment Strategy
The investment seeks long-term capital appreciation. The fund, an actively-managed exchange-traded fund (“ETF”), seeks to achieve its investment objective by investing in U.S. small- & mid-capitalization equity securities. Under normal market circumstances, it will invest at least 80% of its net assets (including any borrowings for investment purposes) in small- and mid-capitalization U.S. companies.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Core Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Fundstrat
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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