Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.97% 0.11% 411.36M 575.40
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.70% -- 382.06M

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 mainly 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
Equity Style Large Cap Core
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
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
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
--
--
--
8.34%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.36%
--
--
--
-11.88%
11.56%
19.45%
8.90%
0.82%
19.62%
9.29%
12.24%
-13.41%
13.32%
9.85%
15.96%
3.48%
18.55%
11.55%
13.20%
-12.48%
12.02%
12.77%
12.68%
2.81%
As of February 09, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.39%
Stock 84.49%
Bond 0.64%
Convertible 0.00%
Preferred 0.38%
Other 14.09%
View Asset Allocation
Start Trial

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 mainly 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
Equity Style Large Cap Core
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
Start Trial

Top Portfolio Holders