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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.40% 0.00% 348.36M 16296.00
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 85.00% 26.82M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation in a manner that is consistent with capital preservation. The Fund is a fund of funds, which invests in a globally diversified portfolio of equity and bond markets. The Fund systematically adjusts its holdings using two proprietary strategies developed by the Fund's adviser.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - Global
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name The Brinsmere Funds
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
--
--
--
--
--
--
--
10.88%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
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13.93%
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--
--
--
--
--
10.02%
7.26%
--
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--
-14.37%
16.58%
16.51%
18.93%
--
--
--
--
--
7.43%
11.75%
10.61%
As of December 08, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash -1.82%
Stock 41.72%
Bond 55.17%
Convertible 0.00%
Preferred 0.13%
Other 4.80%
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Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation in a manner that is consistent with capital preservation. The Fund is a fund of funds, which invests in a globally diversified portfolio of equity and bond markets. The Fund systematically adjusts its holdings using two proprietary strategies developed by the Fund's adviser.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - Global
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name The Brinsmere Funds
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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