Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.71% -0.00% 495.72M 9998.17
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.89% 125.0% 34.73M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide long-term capital appreciation Fund is an actively managed ETF seeking to achieve its investment objective by investing at least 80% of the Funds net assets in US listed common stock. It is expected to generally hold 30 to 50 stocks that are equal weighted within the portfolio.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Bushido Capital
Broad Asset Class Benchmark Index
^SPXTR 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
--
--
--
--
--
--
19.17%
16.46%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.72%
--
--
--
--
--
--
21.83%
16.66%
-6.12%
25.51%
7.47%
29.08%
-8.48%
10.98%
13.47%
10.20%
--
22.34%
5.01%
30.04%
-5.66%
18.53%
15.59%
16.33%
-9.53%
24.40%
-5.85%
24.28%
-7.27%
7.16%
13.50%
8.06%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.10%
Stock 99.66%
Bond 0.08%
Convertible 0.00%
Preferred 0.00%
Other 0.16%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks to provide long-term capital appreciation Fund is an actively managed ETF seeking to achieve its investment objective by investing at least 80% of the Funds net assets in US listed common stock. It is expected to generally hold 30 to 50 stocks that are equal weighted within the portfolio.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Bushido Capital
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders