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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.60% -0.02% 40.12M 7994.07
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
6.41% 15.00% -9.112M Upgrade

Basic Info

Investment Strategy
The Fund seeks to track the performance of the Colterpoint Net Lease Real Estate Index. The fund invests at least 80% of the Funds total assets in the component securities of the Index. The Fund uses a passive management or indexing approach to track the performance, before fees and expenses, of the Index.
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Real Estate US
Peer Group Real Estate Funds
Global Macro --
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Real Estate Funds
Fund Owner Firm Name Net Lease ETF
Broad Asset Class Benchmark Index
^MSWNTR 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
--
--
-0.71%
27.33%
-16.16%
2.70%
-1.05%
6.04%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
20.71%
-0.01%
25.38%
-7.27%
53.42%
-28.49%
13.03%
6.69%
-9.85%
-18.17%
23.41%
-25.79%
31.20%
-18.98%
12.92%
-3.50%
-6.96%
-4.47%
21.28%
-21.96%
15.89%
-26.92%
14.90%
0.29%
12.46%
--
30.19%
-7.22%
40.32%
-26.12%
12.64%
9.82%
-4.08%
As of December 06, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.22%
Stock 99.08%
Bond 0.53%
Convertible 0.00%
Preferred 0.00%
Other 0.17%
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Basic Info

Investment Strategy
The Fund seeks to track the performance of the Colterpoint Net Lease Real Estate Index. The fund invests at least 80% of the Funds total assets in the component securities of the Index. The Fund uses a passive management or indexing approach to track the performance, before fees and expenses, of the Index.
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Real Estate US
Peer Group Real Estate Funds
Global Macro --
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Real Estate Funds
Fund Owner Firm Name Net Lease ETF
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

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