Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.35% -0.09% 15.03M --
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 0.00

Basic Info

Investment Strategy
The Fund seeks total return, while seeking to make only one dividend or distribution payment per annum as its investment objective. The Fund will invest all of its assets in Reckoner Yield Enhanced AAA CLO ETF. RAAAs total investment exposure is expected to be equal to approximately 200% of RAAAs net assets.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Loan Participation Funds
Peer Group Loan Participation Funds
Global Macro Loan Participation Funds
US Macro General Domestic Taxable Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Loan Participation Funds
Fund Owner Firm Name Reckoner
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Performance Versus Peer Group

 
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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
2019
2020
2021
2022
2023
2024
2025
YTD
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
7.30%
1.20%
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1.82%
1.99%
16.20%
8.79%
0.21%
9.76%
1.63%
-0.28%
As of February 21, 2026.

Asset Allocation

Type % Net
Cash --
Stock --
Bond --
Convertible --
Preferred --
Other --
No Data Available
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Basic Info

Investment Strategy
The Fund seeks total return, while seeking to make only one dividend or distribution payment per annum as its investment objective. The Fund will invest all of its assets in Reckoner Yield Enhanced AAA CLO ETF. RAAAs total investment exposure is expected to be equal to approximately 200% of RAAAs net assets.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Loan Participation Funds
Peer Group Loan Participation Funds
Global Macro Loan Participation Funds
US Macro General Domestic Taxable Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Loan Participation Funds
Fund Owner Firm Name Reckoner
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

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