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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.22% -0.00% 272.44M 3179.37
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 0.00% 139.46M Upgrade

Basic Info

Investment Strategy
The fund seeks to earn a high rate of U.S. dollar income, while at the same time preserving capital and maintaining liquidity, by investing primarily in high-quality debt securities denominated in U.S. dollars, generally maturing in not more than one year.
General
Security Type Exchange-Traded Fund
Broad Asset Class Money Market
Broad Category Capital Preservation
Global Peer Group Money Market USD
Peer Group U.S. Money Market
Global Macro Money Market HC
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Purpose Investments
Broad Asset Class Benchmark Index
^SPTSX60TR 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)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
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
--
--
--
--
--
--
5.49%
4.04%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
26.88%
--
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--
--
--
--
5.16%
3.91%
--
--
--
--
1.24%
5.29%
5.25%
3.92%
--
--
--
--
--
--
--
3.86%
--
--
--
--
--
--
5.21%
3.91%
As of December 10, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 86.50%
Stock 0.00%
Bond 13.88%
Convertible 0.00%
Preferred 0.00%
Other -0.37%
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Basic Info

Investment Strategy
The fund seeks to earn a high rate of U.S. dollar income, while at the same time preserving capital and maintaining liquidity, by investing primarily in high-quality debt securities denominated in U.S. dollars, generally maturing in not more than one year.
General
Security Type Exchange-Traded Fund
Broad Asset Class Money Market
Broad Category Capital Preservation
Global Peer Group Money Market USD
Peer Group U.S. Money Market
Global Macro Money Market HC
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Purpose Investments
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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