Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.40% -0.06% 179.83M 11506.37
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 0.01% 9.706M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term out-performance relative to the large-capitalization US equity market. The Fund invests long or short in instruments linked directly or indirectly to the performance and/or volatility of the S&P 500 Index based on models and analyses that seek to estimate the direction of the Index.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Long/Short Equity US
Peer Group Alternative Active Extension Funds
Global Macro Alternative Equity
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Long/Short Equity Funds
Fund Owner Firm Name Little Harbor Advisors
Broad Asset Class Benchmark Index
^MSACWINTR 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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--
--
--
--
--
--
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Peer Group Rtn. (NAV)
--
--
--
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--
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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
--
--
9.44%
21.85%
-22.70%
16.94%
18.83%
18.41%
-9.41%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
21.47%
-8.06%
20.27%
13.45%
24.28%
-11.25%
30.09%
25.08%
15.58%
--
--
--
--
--
10.20%
18.59%
19.84%
--
--
--
--
-19.07%
12.44%
8.40%
12.58%
--
--
--
--
--
--
--
17.04%
As of December 09, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 5.77%
Stock 82.06%
Bond 12.81%
Convertible 0.00%
Preferred 0.00%
Other -0.64%
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Basic Info

Investment Strategy
The Fund seeks long-term out-performance relative to the large-capitalization US equity market. The Fund invests long or short in instruments linked directly or indirectly to the performance and/or volatility of the S&P 500 Index based on models and analyses that seek to estimate the direction of the Index.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Long/Short Equity US
Peer Group Alternative Active Extension Funds
Global Macro Alternative Equity
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Long/Short Equity Funds
Fund Owner Firm Name Little Harbor Advisors
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

View Basic Info
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