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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.99% -0.01% 11.78M --
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
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Basic Info

Investment Strategy
The investment seeks capital appreciation. The fund is an actively managed ETF that seeks to achieve its investment objective by investing across multiple asset classes and countries worldwide, including emerging markets. The primary asset class exposure includes equities, fixed income securities, and commodities. The fund may invest directly in equities and fixed income securities.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - Global
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name NovaTide
Broad Asset Class Benchmark Index
^SPXTR 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
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-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.82%
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10.51%
-16.67%
14.97%
10.68%
15.00%
-8.88%
24.08%
4.69%
15.40%
-18.62%
9.42%
16.66%
11.57%
-9.98%
15.54%
-11.11%
18.03%
-7.73%
10.34%
3.80%
15.89%
-7.15%
15.11%
9.13%
11.17%
-8.43%
7.67%
6.66%
16.61%
As of December 10, 2025.

Asset Allocation

As of December 05, 2025.
Type % Net
Cash 4.01%
Stock 64.31%
Bond 26.29%
Convertible 0.01%
Preferred 0.33%
Other 5.06%
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Basic Info

Investment Strategy
The investment seeks capital appreciation. The fund is an actively managed ETF that seeks to achieve its investment objective by investing across multiple asset classes and countries worldwide, including emerging markets. The primary asset class exposure includes equities, fixed income securities, and commodities. The fund may invest directly in equities and fixed income securities.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - Global
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name NovaTide
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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