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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.84% -0.24% 38.49M 323.07
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.75% 159.0% -95.23M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide long-term capital appreciation. The Fund invests primarily in equities the Advisor considers to be highly innovative companies or knowledge leaders. The portfolio will include a diversified mix of mid- and large-cap companies from the developed world including North America, Europe and Asia.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global ex US
Peer Group International Multi-Cap Core
Global Macro Equity Global
US Macro Developed International Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective International Funds
Fund Owner Firm Name Knowledge Leaders Capital
Broad Asset Class Benchmark Index
^MSACXUSNTR 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
-12.31%
26.73%
16.77%
13.54%
-23.18%
17.47%
5.07%
18.36%
-14.20%
21.51%
10.65%
7.82%
-16.00%
15.62%
5.53%
29.27%
--
--
--
--
--
-0.31%
4.03%
12.23%
--
28.41%
16.08%
14.74%
-11.33%
11.00%
9.29%
24.20%
-3.98%
26.94%
12.42%
23.40%
-8.99%
15.96%
12.58%
11.31%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 8.06%
Stock 90.40%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.54%
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Basic Info

Investment Strategy
The Fund seeks to provide long-term capital appreciation. The Fund invests primarily in equities the Advisor considers to be highly innovative companies or knowledge leaders. The portfolio will include a diversified mix of mid- and large-cap companies from the developed world including North America, Europe and Asia.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global ex US
Peer Group International Multi-Cap Core
Global Macro Equity Global
US Macro Developed International Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective International Funds
Fund Owner Firm Name Knowledge Leaders Capital
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

View Basic Info
Start Trial

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