Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.99% 0.32% 303.77M 57065.43
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 118.0% 10.13M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund seeks to achieve its investment objective by investing in two complimentary investment strategies, a US Equity strategy and a Managed Futures strategy. The Fund will target a 100% exposure to each of its US Equity strategy and its Managed Futures strategy.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Managed Futures
Peer Group Alternative Managed Futures Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Managed Futures Funds
Fund Owner Firm Name Return Stacked
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
--
--
--
--
--
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18.37%
17.53%
-9.41%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
21.27%
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-12.48%
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-2.90%
7.40%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 6.57%
Stock 73.82%
Bond 6.16%
Convertible 0.00%
Preferred 0.00%
Other 13.46%
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Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund seeks to achieve its investment objective by investing in two complimentary investment strategies, a US Equity strategy and a Managed Futures strategy. The Fund will target a 100% exposure to each of its US Equity strategy and its Managed Futures strategy.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Managed Futures
Peer Group Alternative Managed Futures Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Managed Futures Funds
Fund Owner Firm Name Return Stacked
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

View Basic Info
Start Trial

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