Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.85% 0.03% 121.39M 4360.53
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.50% 4.00% 6.899M

Basic Info

Investment Strategy
The Fund seeks total return which consists of income and capital appreciation. The Fund invests primarily in undervalued U.S.-listed equity securities, with a market capitalization of approximately $500 million or larger. The Fund intends to hold companies for a year or more, and sells it once reached its fair value.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Keating
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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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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--
--
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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
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
--
--
22.77%
13.06%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
3.23%
--
--
--
-11.88%
18.77%
21.59%
17.06%
1.11%
32.71%
12.36%
23.36%
-8.55%
13.88%
10.70%
15.92%
10.02%
24.53%
0.57%
27.05%
-7.72%
13.88%
16.70%
10.58%
0.07%
--
--
23.89%
-5.71%
11.98%
22.70%
15.52%
7.96%
As of April 17, 2026.

Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.40%
Stock 69.69%
Bond 30.05%
Convertible 0.00%
Preferred 0.00%
Other -0.14%
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Basic Info

Investment Strategy
The Fund seeks total return which consists of income and capital appreciation. The Fund invests primarily in undervalued U.S.-listed equity securities, with a market capitalization of approximately $500 million or larger. The Fund intends to hold companies for a year or more, and sells it once reached its fair value.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Keating
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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