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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.85% 0.00% 4.670M 803.77
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.87% 0.00% -37428.00

Basic Info

Investment Strategy
The Fund seeks long-term growth of capital. The Fund will invest at least 80% of its net assets in companies that produce hydrocarbon-based energy and related products, and/or provide products or services to support such production efforts and companies the public filings for which engaged in the development of products.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap Value
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Theme - Alternative Energy
Peer Group Alternative Energy Funds
Global Macro Equity Theme
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Energy Funds
Fund Owner Firm Name Horizon Kinetics
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

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Performance Versus Peer Group

 
20%
15%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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--
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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
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
--
17.51%
9.84%
14.34%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
21.09%
2.00%
--
--
--
--
--
--
--
--
13.37%
-32.35%
57.76%
57.88%
4.47%
6.06%
7.01%
18.75%
9.27%
-33.06%
56.21%
62.86%
0.00%
6.75%
7.07%
20.39%
3.21%
-28.10%
69.15%
47.43%
4.90%
4.08%
-0.18%
18.13%
As of February 13, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.41%
Stock 93.27%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 5.32%
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Basic Info

Investment Strategy
The Fund seeks long-term growth of capital. The Fund will invest at least 80% of its net assets in companies that produce hydrocarbon-based energy and related products, and/or provide products or services to support such production efforts and companies the public filings for which engaged in the development of products.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap Value
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Theme - Alternative Energy
Peer Group Alternative Energy Funds
Global Macro Equity Theme
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Energy Funds
Fund Owner Firm Name Horizon Kinetics
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
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