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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.80% -0.11% 188.69M 10725.03
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- -24.19M Upgrade

Basic Info

Investment Strategy
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will take long and short positions in investments that provide broad exposure to the global equity, fixed income and currency markets. The fund will invest primarily in exchange-traded derivative instruments, including futures, options, and swaps, but to a lesser extent may invest in derivative instruments that are traded over-the-counter, such as forwards.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group --
Peer Group --
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name --
Broad Asset Class Benchmark Index
^MSACWINTR 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
-9.41%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
21.92%
-3.32%
8.68%
5.72%
-0.16%
-8.69%
10.07%
6.68%
8.40%
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-15.18%
11.44%
0.32%
3.14%
11.75%
13.55%
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3.58%
8.31%
11.17%
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8.77%
10.77%
As of December 11, 2025.

Asset Allocation

As of December 09, 2025.
Type % Net
Cash 41.72%
Stock 26.17%
Bond 32.09%
Convertible 0.00%
Preferred 0.00%
Other 0.02%
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Basic Info

Investment Strategy
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will take long and short positions in investments that provide broad exposure to the global equity, fixed income and currency markets. The fund will invest primarily in exchange-traded derivative instruments, including futures, options, and swaps, but to a lesser extent may invest in derivative instruments that are traded over-the-counter, such as forwards.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group --
Peer Group --
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name --
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

View Basic Info
Start Trial

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