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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.80% 0.06% 2.793M 2376.70
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 2.763M

Basic Info

Investment Strategy
The Fund seeks to provide income & capital preservation. Investing in publicly traded closed-end funds & other registered investment companies, ADRs, common stock, and fixed income securities. Seeking income from interest payments & dividends, and seeking capital gains through short-term trading strategies.
General
Security Type Exchange-Traded Fund
Equity Style --
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 ProsperaFunds
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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15%
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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
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
--
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0.16%
1.31%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.36%
15.11%
9.13%
11.17%
-8.43%
7.67%
6.66%
18.74%
5.66%
--
--
--
-12.46%
2.23%
5.35%
4.51%
1.75%
--
--
--
--
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14.24%
18.66%
3.47%
16.11%
17.67%
8.61%
-17.42%
13.27%
10.65%
10.74%
2.38%
As of February 09, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 6.16%
Stock 21.98%
Bond 67.55%
Convertible 0.00%
Preferred 3.55%
Other 0.76%
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Basic Info

Investment Strategy
The Fund seeks to provide income & capital preservation. Investing in publicly traded closed-end funds & other registered investment companies, ADRs, common stock, and fixed income securities. Seeking income from interest payments & dividends, and seeking capital gains through short-term trading strategies.
General
Security Type Exchange-Traded Fund
Equity Style --
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 ProsperaFunds
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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