Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.36% 0.07% 12.67M 8985.37
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 538.0% 2.286M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation and positive returns in down markets. It will invest in long and short positions of US equity securities. The sub-adviser seeks to maintain the Funds net equity exposure, which is the value of the Funds long positions minus its short positions, approximately 50% net short.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Long/Short Equity US
Peer Group Alternative Long/Short Equity Funds
Global Macro Alternative Equity
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Long/Short Equity Funds
Fund Owner Firm Name Gotham Funds
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)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
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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
--
--
--
--
--
--
-1.46%
-2.54%
-9.41%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
21.27%
--
-25.27%
-49.95%
-25.74%
17.45%
-22.02%
5.94%
-1.42%
--
--
--
--
--
--
12.80%
4.47%
--
--
--
--
--
--
--
-61.92%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 16.20%
Stock 87.81%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -4.01%
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Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation and positive returns in down markets. It will invest in long and short positions of US equity securities. The sub-adviser seeks to maintain the Funds net equity exposure, which is the value of the Funds long positions minus its short positions, approximately 50% net short.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Long/Short Equity US
Peer Group Alternative Long/Short Equity Funds
Global Macro Alternative Equity
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Long/Short Equity Funds
Fund Owner Firm Name Gotham Funds
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

View Basic Info
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