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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.68% -0.08% 28.44M 3482.50
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.08% 16.00% -4.364M

Basic Info

Investment Strategy
The Fund seeks total return. Under normal circumstances, the Fund invests at least 80% of its net assets in the equity securities of companies that have a competitive advantage with respect to the development and utilization of artificial intelligence, machine learning, or other deep learning technologies.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Growth
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Information Technology
Peer Group Science & Technology Funds
Global Macro Equity Industry Sector
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Science & Technology Funds
Fund Owner Firm Name True Shares
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

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Performance Versus Peer Group

 
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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
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
-0.96%
-51.46%
67.11%
2.01%
22.27%
-16.03%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
21.09%
-3.57%
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38.55%
17.97%
19.57%
-13.44%
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45.37%
15.89%
24.79%
-5.74%
As of April 01, 2026.

Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.39%
Stock 97.08%
Bond 1.56%
Convertible 0.00%
Preferred 0.00%
Other -0.03%
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Basic Info

Investment Strategy
The Fund seeks total return. Under normal circumstances, the Fund invests at least 80% of its net assets in the equity securities of companies that have a competitive advantage with respect to the development and utilization of artificial intelligence, machine learning, or other deep learning technologies.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Growth
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Information Technology
Peer Group Science & Technology Funds
Global Macro Equity Industry Sector
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Science & Technology Funds
Fund Owner Firm Name True Shares
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

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