Price Chart

Basic Info

Investment Strategy
General
Security Type
Equity Style
Fixed Income Style
Broad Asset Class
Broad Category
Category Name
Category Index
Global Category Name
YCharts Categorization US Small & Mid Cap
YCharts Benchmark Russell 2000 Total Return (^RUTTR)
Prospectus Objective
Fund Owner Firm Name
Prospectus Benchmark Index
Cboe FTSE Rus IWM 2% OTMBuyWrite TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Greg Savage 0.64 yrs
Jennifer Hsui 0.64 yrs
Orlando Montalvo 0.64 yrs
Paul Whitehead 0.64 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
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--
--
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Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
--
--
--
23.97%
-9.41%
26.60%
16.25%
18.54%
-18.36%
22.20%
16.37%
5.59%
-4.52%
9.58%
7.44%
2.97%
-8.48%
7.14%
4.88%
11.98%
-5.59%
15.18%
-3.28%
20.02%
-11.83%
11.58%
13.00%
2.08%
3.42%
4.31%
1.99%
6.58%
-4.81%
4.94%
5.24%
16.33%
-1.84%
19.53%
16.12%
14.80%
-19.59%
12.13%
16.18%
As of November 05, 2024.

Asset Allocation

Type % Net % Long % Short
Cash -- -- --
Stock -- -- --
Bond -- -- --
Convertible -- -- --
Preferred -- -- --
Other -- -- --
No Data Available

Basic Info

Investment Strategy
General
Security Type
Equity Style
Fixed Income Style
Broad Asset Class
Broad Category
Category Name
Category Index
Global Category Name
YCharts Categorization US Small & Mid Cap
YCharts Benchmark Russell 2000 Total Return (^RUTTR)
Prospectus Objective
Fund Owner Firm Name
Prospectus Benchmark Index
Cboe FTSE Rus IWM 2% OTMBuyWrite TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Greg Savage 0.64 yrs
Jennifer Hsui 0.64 yrs
Orlando Montalvo 0.64 yrs
Paul Whitehead 0.64 yrs

Top Portfolio Holders

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