Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.59% 0.05% 5.536M 573.13
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.30% 23.00% 707700.0 Upgrade

Basic Info

Investment Strategy
The Fund seeks income and capital appreciation. The Fund seeks to achieve its investment objective by investing, normally, at least 80% of its net assets, plus borrowings for investment purposes, in equity securities issued by US-based large capitalization publicly listed companies that provide high shareholder yield.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Value Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Cambria
Broad Asset Class Benchmark Index
^SPXTR 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
--
--
--
--
--
--
--
11.49%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.72%
--
33.58%
-6.71%
41.64%
-9.75%
18.83%
13.36%
21.97%
-10.90%
24.72%
-4.13%
33.55%
-6.97%
11.91%
12.29%
12.00%
-12.45%
27.84%
2.59%
28.76%
-7.95%
9.86%
13.99%
11.15%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.58%
Stock 94.96%
Bond 2.27%
Convertible 0.00%
Preferred 0.00%
Other 0.19%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks income and capital appreciation. The Fund seeks to achieve its investment objective by investing, normally, at least 80% of its net assets, plus borrowings for investment purposes, in equity securities issued by US-based large capitalization publicly listed companies that provide high shareholder yield.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Value Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Cambria
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders