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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.56% -0.08% 2.174M 2826.53
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.71% 601.0% 1.046M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Akros Multi-Asset Index. The Index is broadly diversified and seeks to offer the potential for monthly distributions, which may include return of capital to investors.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Growth
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flex - Global
Peer Group Flexible Portfolio Funds
Global Macro Mixed Asset HC Flexible
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name Akros
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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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
2025 *
--
--
--
--
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11.76%
18.84%
-3.73%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
-8.23%
-5.77%
18.57%
-14.88%
16.49%
-3.87%
11.51%
10.05%
-0.75%
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-11.88%
11.56%
19.45%
-13.03%
--
--
--
--
-9.38%
10.55%
8.37%
-1.32%
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--
--
--
--
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12.16%
-2.32%
As of April 23, 2025. *Indicates data for the year is incomplete.

Asset Allocation

As of March 31, 2025.
Type % Net
Cash 0.16%
Stock 67.42%
Bond 4.09%
Convertible 0.00%
Preferred 0.00%
Other 28.32%
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Basic Info

Investment Strategy
The Fund seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Akros Multi-Asset Index. The Index is broadly diversified and seeks to offer the potential for monthly distributions, which may include return of capital to investors.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Growth
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flex - Global
Peer Group Flexible Portfolio Funds
Global Macro Mixed Asset HC Flexible
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name Akros
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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