Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.00% 0.05% 89.90M 1326.67
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 318.3% 45.21M Upgrade

Basic Info

Investment Strategy
The investment objective of the Fund will be to provide long-term capital appreciation and high monthly income by investing in equity markets including by (a) writing cash covered put options to receive premiums and reduce the net cost of acquiring securities and (b) directly investing in equity securities and writing call options on these securities to receive dividends and premiums.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Miscellaneous
Broad Category Alternative Strategies
Global Peer Group Alternative Other
Peer Group Miscellaneous - Income and Real Property
Global Macro Liquid Alternatives
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Purpose Investments
Broad Asset Class Benchmark Index
^SPTSX60TR 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)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% 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
--
2.33%
9.51%
-3.41%
13.57%
11.52%
10.03%
-0.64%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
2.06%
-1.21%
1.57%
13.18%
-4.11%
21.65%
13.96%
6.33%
-0.76%
7.29%
-1.60%
4.95%
5.25%
8.39%
7.41%
5.45%
0.00%
3.19%
2.41%
13.59%
-10.79%
22.98%
4.43%
9.26%
-1.61%
-23.55%
-24.80%
-24.53%
19.13%
-15.60%
-14.77%
-13.79%
0.95%
As of January 21, 2026.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 61.89%
Stock 26.97%
Bond 11.87%
Convertible 0.00%
Preferred 0.00%
Other -0.72%
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Basic Info

Investment Strategy
The investment objective of the Fund will be to provide long-term capital appreciation and high monthly income by investing in equity markets including by (a) writing cash covered put options to receive premiums and reduce the net cost of acquiring securities and (b) directly investing in equity securities and writing call options on these securities to receive dividends and premiums.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Miscellaneous
Broad Category Alternative Strategies
Global Peer Group Alternative Other
Peer Group Miscellaneous - Income and Real Property
Global Macro Liquid Alternatives
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Purpose Investments
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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