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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.97% -0.03% 378.19M 78.10
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.66% -- 382.32M Upgrade

Basic Info

Investment Strategy
The fund seeks to outperform the Bloomberg World EQ:FI 60:40 Index over the long term, with a secondary objective of capital preservation. The Fund is designed to achieve capital appreciation at a reasonable level of risk, while attempting to preserve capital by dynamically varying market exposure in the Fund.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Balanced - Global
Peer Group Mixed-Asset Target Alloc Moderate Funds
Global Macro --
US Macro Mixed-Assets Target Allocation Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Balanced Funds
Fund Owner Firm Name Myriad Asset Management
Broad Asset Class Benchmark Index
^SPXTR 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
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.72%
--
11.58%
21.07%
3.96%
-2.09%
1.73%
7.45%
22.55%
-7.70%
19.62%
9.29%
12.24%
-13.41%
13.32%
9.85%
14.98%
-8.41%
18.55%
11.55%
13.20%
-12.48%
12.02%
12.77%
12.20%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.12%
Stock 84.28%
Bond 0.89%
Convertible 0.00%
Preferred 0.33%
Other 13.39%
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Basic Info

Investment Strategy
The fund seeks to outperform the Bloomberg World EQ:FI 60:40 Index over the long term, with a secondary objective of capital preservation. The Fund is designed to achieve capital appreciation at a reasonable level of risk, while attempting to preserve capital by dynamically varying market exposure in the Fund.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Balanced - Global
Peer Group Mixed-Asset Target Alloc Moderate Funds
Global Macro --
US Macro Mixed-Assets Target Allocation Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Balanced Funds
Fund Owner Firm Name Myriad Asset Management
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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