Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.66% 0.03% 338.69M 47690.40
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.10% 91.00% 204.79M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund invests in common stocks of US companies that highly correlate to macro-thematic trends. The Adviser seeks to have the Fund outperform the US market by leveraging the Advisers research-driven approach to identifying and investing in 3 to 5 macro-thematic trends.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Global Macro
Peer Group Alternative Global Macro Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Global Macro Funds
Fund Owner Firm Name Strategas Asset Management
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
1.27%
28.17%
33.21%
-9.41%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
22.35%
--
--
--
--
--
--
--
13.05%
-7.91%
29.26%
10.94%
33.13%
-18.26%
23.52%
22.09%
22.05%
--
--
--
--
--
--
--
17.82%
--
--
--
--
--
--
--
--
As of December 12, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 14.19%
Stock 78.41%
Bond 5.27%
Convertible 0.00%
Preferred 0.00%
Other 2.14%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund invests in common stocks of US companies that highly correlate to macro-thematic trends. The Adviser seeks to have the Fund outperform the US market by leveraging the Advisers research-driven approach to identifying and investing in 3 to 5 macro-thematic trends.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Global Macro
Peer Group Alternative Global Macro Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Global Macro Funds
Fund Owner Firm Name Strategas Asset Management
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders