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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.59% 0.09% 29.00M --
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 Fund seeks long-term capital appreciation. The Fund is an actively managed ETF and seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in securities issued by companies listed on a US exchange. The Fund will systematically invest in between 60 to 170 companies.
General
Security Type Exchange-Traded Fund
Equity Style --
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 Pathfinder
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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--
--
--
--
--
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Total Return (NAV)
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--
--
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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
--
--
--
--
--
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0.00%
0.41%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.44%
33.59%
19.00%
28.36%
-20.46%
30.73%
28.01%
18.40%
1.39%
31.50%
22.16%
27.03%
-18.86%
28.58%
24.34%
18.74%
1.62%
32.45%
20.62%
27.93%
-20.57%
27.73%
25.71%
18.03%
1.30%
30.39%
25.95%
27.62%
-23.04%
29.69%
23.93%
21.39%
4.20%
As of January 17, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash -100.3%
Stock 99.59%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 100.7%
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Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund is an actively managed ETF and seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in securities issued by companies listed on a US exchange. The Fund will systematically invest in between 60 to 170 companies.
General
Security Type Exchange-Traded Fund
Equity Style --
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 Pathfinder
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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