Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.00% 0.10% 20.21M 11514.87
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 18.50M Upgrade

Basic Info

Investment Strategy
The Fund seeks capital appreciation. Under normal market conditions, it will invest at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities, including Underlying ETFs that invest primarily in equity securities, and futures contracts based on equity indices or equity investments.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Long/Short Equity US
Peer Group Alternative Long/Short Equity Funds
Global Macro Alternative Equity
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Long/Short Equity Funds
Fund Owner Firm Name Unlimited
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
-9.41%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
21.27%
--
--
--
--
--
--
--
16.99%
--
--
--
--
--
--
--
7.03%
-1.84%
19.53%
16.12%
14.80%
-19.59%
12.13%
8.48%
11.45%
--
--
--
22.26%
22.41%
-8.53%
-3.50%
0.70%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 13.62%
Stock 61.70%
Bond 10.83%
Convertible 0.00%
Preferred 0.00%
Other 13.85%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks capital appreciation. Under normal market conditions, it will invest at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities, including Underlying ETFs that invest primarily in equity securities, and futures contracts based on equity indices or equity investments.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Long/Short Equity US
Peer Group Alternative Long/Short Equity Funds
Global Macro Alternative Equity
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Long/Short Equity Funds
Fund Owner Firm Name Unlimited
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders