Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.84% 0.01% 9.931M 774.23
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 27.00% 1.279M Upgrade

Basic Info

Investment Strategy
The Fund seeks to capture the majority of equity market returns, while exposing investors to less volatility and downside risk than other equity investments. The Fund is an actively managed ETF that seeks to achieve its objective by investing in U.S. equity securities that mimic the performance of the S&P 500 Index.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - US
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name MKAM
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
--
--
--
--
--
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12.16%
8.02%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
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14.39%
9.03%
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--
--
--
5.73%
-2.24%
23.36%
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10.58%
12.29%
As of December 07, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.58%
Stock 53.70%
Bond 44.78%
Convertible 0.00%
Preferred 0.00%
Other -0.06%
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Basic Info

Investment Strategy
The Fund seeks to capture the majority of equity market returns, while exposing investors to less volatility and downside risk than other equity investments. The Fund is an actively managed ETF that seeks to achieve its objective by investing in U.S. equity securities that mimic the performance of the S&P 500 Index.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - US
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name MKAM
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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