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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.49% 0.10% 58.23M 2680.47
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.31% 24.00% -7.001M Upgrade

Basic Info

Investment Strategy
The Fund seeks investment results that track the performance of the Morningstar Minority Empowerment Index. The Fund invests at least 80% of its total assets in component securities of the Underlying Index designed to measure the performance of large and mid- capitalization companies that are empowering to minorities.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Impact Shares
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
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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
--
30.39%
25.95%
27.62%
-23.04%
29.69%
23.93%
22.22%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.72%
--
30.70%
14.86%
31.83%
-14.62%
23.04%
18.94%
12.86%
--
32.04%
34.10%
24.88%
-18.04%
28.18%
16.94%
7.41%
-5.15%
31.74%
20.78%
28.49%
-19.88%
27.87%
20.22%
14.45%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.15%
Stock 99.65%
Bond 0.12%
Convertible 0.00%
Preferred 0.00%
Other 0.08%
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Basic Info

Investment Strategy
The Fund seeks investment results that track the performance of the Morningstar Minority Empowerment Index. The Fund invests at least 80% of its total assets in component securities of the Underlying Index designed to measure the performance of large and mid- capitalization companies that are empowering to minorities.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Impact Shares
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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