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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% 0.03% 1.305M 382.07
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.93% 40.00% -5973.00 Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide capital appreciation. Investing in high quality US-listed equity securities of companies with small- to mid- market capitalizations. The Fund defines a "high quality" security as a company that has a market cap of 400 million and approximately the largest market cap in the Russell 2500 Index.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Growth Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Amplify ETFs
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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--
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--
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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
--
--
--
--
--
--
3.65%
5.56%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.44%
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--
--
7.88%
--
--
--
--
--
--
--
7.52%
--
8.96%
26.41%
-11.15%
17.39%
15.18%
8.70%
4.87%
--
--
--
--
18.10%
13.64%
7.66%
6.26%
As of January 19, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.17%
Stock 99.72%
Bond 0.10%
Convertible 0.00%
Preferred 0.00%
Other -0.00%
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Basic Info

Investment Strategy
The Fund seeks to provide capital appreciation. Investing in high quality US-listed equity securities of companies with small- to mid- market capitalizations. The Fund defines a "high quality" security as a company that has a market cap of 400 million and approximately the largest market cap in the Russell 2500 Index.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Growth Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Amplify ETFs
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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