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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.69% 0.10% 28.06M 2555.63
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.43% -- 30.37M

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation and preserve capital during adverse market conditions. Under normal market conditions, the Fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in equity securities, including depositary receipts, of Consumption Leaders.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Alpha Brands LOGO ETF
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)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
Peer Group Rtn. (NAV)
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--
--
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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
--
--
--
--
--
--
--
-12.16%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
-6.68%
39.88%
25.02%
30.11%
-20.40%
24.43%
5.79%
27.33%
-6.10%
--
33.64%
35.83%
-47.70%
56.75%
44.61%
30.00%
-11.33%
--
--
--
--
--
--
--
-11.92%
--
--
--
--
--
--
6.82%
-1.43%
As of March 30, 2026.

Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.13%
Stock 99.76%
Bond 0.12%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
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Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation and preserve capital during adverse market conditions. Under normal market conditions, the Fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in equity securities, including depositary receipts, of Consumption Leaders.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Alpha Brands LOGO ETF
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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