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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.31% 0.14% 10.61M 13442.30
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.97% 1.56K% -10.91M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term growth of capital. Under normal circumstances, the Fund will invest primarily in U.S. equity securities of companies positioned to benefit from long term innovation trends together with established core economy businesses that provide stability during periods of economic uncertainty.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Growth
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Information Technology
Peer Group Science & Technology Funds
Global Macro --
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Science & Technology Funds
Fund Owner Firm Name Clockwise Capital
Broad Asset Class Benchmark Index
^MSWNTR 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)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
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Peer Group Rtn. (NAV)
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--
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--
--
--
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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
--
--
--
--
57.93%
36.42%
10.13%
0.99%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
21.09%
1.83%
--
--
--
--
35.45%
32.05%
18.15%
3.58%
28.76%
61.36%
-5.57%
-47.92%
60.69%
29.44%
15.56%
0.62%
--
--
--
--
--
25.09%
15.15%
2.01%
--
--
--
-34.95%
39.34%
29.31%
29.22%
2.85%
As of January 11, 2026.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.76%
Stock 94.10%
Bond 8.30%
Convertible 0.00%
Preferred 0.00%
Other -4.16%
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Basic Info

Investment Strategy
The Fund seeks long-term growth of capital. Under normal circumstances, the Fund will invest primarily in U.S. equity securities of companies positioned to benefit from long term innovation trends together with established core economy businesses that provide stability during periods of economic uncertainty.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Growth
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Information Technology
Peer Group Science & Technology Funds
Global Macro --
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Science & Technology Funds
Fund Owner Firm Name Clockwise Capital
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

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