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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.89% -- 17.88M --
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
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Basic Info

Investment Strategy
The investment seeks long-term growth through capital appreciation. The fund is an actively managed exchange-traded fund (“ETF”). Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities issued by companies experiencing Special Situations (the “80% Policy”).
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group --
Peer Group --
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name --
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
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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
2018
2019
2020
2021
2022
2023
2024
YTD
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--
--
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-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
15.69%
-14.35%
60.57%
38.04%
22.72%
-41.12%
16.34%
16.84%
4.54%
--
20.59%
50.56%
22.69%
-22.60%
13.27%
18.83%
-1.10%
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10.39%
-27.44%
22.20%
19.40%
11.57%
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As of December 11, 2025.

Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.46%
Stock 99.54%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
The investment seeks long-term growth through capital appreciation. The fund is an actively managed exchange-traded fund (“ETF”). Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities issued by companies experiencing Special Situations (the “80% Policy”).
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group --
Peer Group --
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name --
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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