Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.95% -0.18% 660.39M 72143.77
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 32.00% -177.48M Upgrade

Basic Info

Investment Strategy
The Fund seeks investment results that correlate generally to the price and yield performance of NASDAQ 7 HANDL Index. The Fund invests at least 80% of its assets in the Index consisting of ETFs split into 2 components, with 50% allocation to fixed income and equity ETFs and the other half to ETFs of 12 asset categories.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - US
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 Strategy Shares
Broad Asset Class Benchmark Index
^SPXTR 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
2018
2019
2020
2021
2022
2023
2024
YTD
--
16.11%
17.67%
8.61%
-17.42%
13.27%
10.65%
11.24%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
--
--
--
--
-9.38%
10.55%
8.37%
8.86%
-1.96%
22.38%
53.39%
2.17%
-20.81%
14.49%
10.06%
18.28%
--
--
19.40%
7.56%
-22.80%
6.03%
0.07%
17.75%
-1.69%
11.76%
5.87%
-1.72%
-15.26%
7.30%
1.81%
7.20%
As of December 08, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.16%
Stock 47.04%
Bond 46.11%
Convertible 0.00%
Preferred 1.66%
Other 4.03%
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Basic Info

Investment Strategy
The Fund seeks investment results that correlate generally to the price and yield performance of NASDAQ 7 HANDL Index. The Fund invests at least 80% of its assets in the Index consisting of ETFs split into 2 components, with 50% allocation to fixed income and equity ETFs and the other half to ETFs of 12 asset categories.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - US
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 Strategy Shares
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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