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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.60% -0.09% 56.06M 11949.57
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.56% -- 58.77M

Basic Info

Investment Strategy
The Fund seeks for long-term capital appreciation and invests 80% of its assets. The Sub-Adviser evaluates large and mid-capitalization companies for those that satisfy the growth criteria, which it analyzes such companies to determine which ones offer the highest long-term growth potential and provide a margin of safety.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Growth
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Growth Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name SunCoast Equity Management
Broad Asset Class Benchmark Index
^SPXTR 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
--
--
--
--
--
--
--
-7.96%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
-0.00%
--
--
--
-23.93%
28.32%
18.77%
4.43%
-5.07%
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--
-30.13%
43.25%
26.66%
14.50%
-5.88%
--
--
--
--
38.39%
37.49%
14.33%
-8.45%
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-3.23%
As of February 14, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 3.39%
Stock 94.68%
Bond 2.46%
Convertible 0.00%
Preferred 0.00%
Other -0.53%
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Basic Info

Investment Strategy
The Fund seeks for long-term capital appreciation and invests 80% of its assets. The Sub-Adviser evaluates large and mid-capitalization companies for those that satisfy the growth criteria, which it analyzes such companies to determine which ones offer the highest long-term growth potential and provide a margin of safety.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Growth
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Growth Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name SunCoast Equity Management
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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