Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.70% 0.09% 128.40M 4506.67
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.47% -- 286.10M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide long-term capital appreciation and aims to achieve its investment objective by investing, under normal circumstances, at least 80% of the Funds net assets in US listed common stock of small- and mid-capitalization. The Fund utilizes a fundamental value approach to individual stock selection.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Core Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Bushido Capital
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)
--
--
--
--
--
--
--
--
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
--
--
--
--
--
--
--
1.03%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
-0.65%
23.72%
2.38%
30.81%
-6.80%
15.80%
7.82%
9.87%
3.28%
24.06%
-5.90%
34.40%
-11.78%
28.40%
12.20%
10.99%
3.99%
26.97%
13.53%
48.30%
-6.12%
16.47%
3.37%
3.94%
3.89%
--
--
25.02%
-12.99%
13.67%
18.15%
-1.54%
-0.51%
As of January 21, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash -1.04%
Stock 99.93%
Bond 0.02%
Convertible 0.00%
Preferred 0.00%
Other 1.09%
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Basic Info

Investment Strategy
The Fund seeks to provide long-term capital appreciation and aims to achieve its investment objective by investing, under normal circumstances, at least 80% of the Funds net assets in US listed common stock of small- and mid-capitalization. The Fund utilizes a fundamental value approach to individual stock selection.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Core Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Bushido Capital
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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