Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.54% -0.01% 93.93M 6695.43
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.00% 19.00% 10.53M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund is an actively managed exchange-traded fund (ETF) and invests primarily in equity securities of life science companies selected by Emerald Mutual Fund Advisers Trust (the Sub-Adviser), the Funds investment sub-adviser, under the supervision of the Adviser.
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Healthcare
Peer Group Health/Biotechnology Funds
Global Macro Equity Industry Sector
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Health/Biotechnology Funds
Fund Owner Firm Name F/m Investments
Broad Asset Class Benchmark Index
^MSWNTR 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
--
--
--
--
--
--
-6.02%
61.13%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
20.71%
-13.95%
24.73%
22.24%
-8.17%
0.85%
17.88%
3.32%
31.59%
-1.23%
34.45%
67.26%
-3.20%
-20.61%
-4.54%
2.36%
32.44%
9.15%
20.17%
31.47%
5.75%
-26.53%
-2.71%
3.77%
2.56%
--
--
--
9.80%
-37.89%
1.14%
-5.32%
28.99%
As of December 06, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.00%
Stock 98.44%
Bond 1.60%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund is an actively managed exchange-traded fund (ETF) and invests primarily in equity securities of life science companies selected by Emerald Mutual Fund Advisers Trust (the Sub-Adviser), the Funds investment sub-adviser, under the supervision of the Adviser.
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Healthcare
Peer Group Health/Biotechnology Funds
Global Macro Equity Industry Sector
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Health/Biotechnology Funds
Fund Owner Firm Name F/m Investments
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders