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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.85% 0.13% 109.83M 14059.37
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.00% 145.0% 415627.0 Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide long-term capital appreciation. The Fund seeks to achieve its objective by investing at least 80% of the net assets of the portfolio in securities of large-capitalization companies, which the Fund considers to be those companies listed within the Russell 1000 Index or S&P 500 Index.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Summit Global Investments
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)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% 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
--
--
--
--
--
18.91%
20.19%
15.86%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
-4.60%
29.98%
19.29%
26.34%
-16.13%
22.48%
29.94%
13.83%
--
--
10.28%
27.29%
-16.41%
20.09%
27.02%
14.68%
--
--
--
29.19%
-21.46%
29.80%
25.87%
18.08%
--
--
--
--
--
24.51%
19.16%
16.46%
As of December 07, 2025.

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.34%
Stock 99.70%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.03%
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Basic Info

Investment Strategy
The Fund seeks to provide long-term capital appreciation. The Fund seeks to achieve its objective by investing at least 80% of the net assets of the portfolio in securities of large-capitalization companies, which the Fund considers to be those companies listed within the Russell 1000 Index or S&P 500 Index.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Summit Global Investments
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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