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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.99% -0.35% 186.61M 49822.23
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 5.00% 112.32M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide current income and protect against rising interest rates. The fund invests at least 80% of its net assets in income producing fixed income securities exhibiting alternative income characteristics where it considers MBS IOs to be Alternative Fixed-Income Investments.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Mortgages
Peer Group U.S. Mortgage Funds
Global Macro Bond HC
US Macro U.S. Government & Treasury Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective U.S. Mortgage Funds
Fund Owner Firm Name FolioBeyond
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Performance Versus Peer Group

 
20%
15%
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5%
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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
--
--
--
--
31.97%
7.03%
24.15%
3.92%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
6.80%
--
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--
--
-0.30%
3.44%
4.67%
2.02%
-1.97%
12.01%
0.16%
5.75%
-1.71%
14.68%
11.41%
4.66%
--
--
--
2.74%
-11.29%
8.30%
7.25%
4.85%
-3.18%
17.34%
35.14%
-11.94%
-24.99%
2.94%
24.60%
-6.97%
As of December 09, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.52%
Stock 0.00%
Bond 95.77%
Convertible 0.00%
Preferred 0.00%
Other 1.71%
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Basic Info

Investment Strategy
The Fund seeks to provide current income and protect against rising interest rates. The fund invests at least 80% of its net assets in income producing fixed income securities exhibiting alternative income characteristics where it considers MBS IOs to be Alternative Fixed-Income Investments.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Mortgages
Peer Group U.S. Mortgage Funds
Global Macro Bond HC
US Macro U.S. Government & Treasury Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective U.S. Mortgage Funds
Fund Owner Firm Name FolioBeyond
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

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