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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.55% -0.16% 64.88M 25264.70
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.83% 29.00% 37.98M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide long-term growth. It will invest at least 80% of net assets, including borrowings for investment purposes in domestic & foreign common & preferred stocks of publicly listed companies where the HHI index of the market of operation representing more than 50% of the companys revenue is above 2,500.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Growth
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Core Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Tema
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
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
--
--
--
--
--
12.78%
11.36%
0.42%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
0.21%
34.60%
16.21%
29.58%
-16.53%
24.06%
17.66%
7.27%
-0.20%
33.59%
19.00%
28.36%
-20.46%
30.73%
28.01%
18.40%
-0.09%
24.77%
12.03%
22.34%
-14.57%
19.50%
23.50%
16.83%
0.73%
--
22.47%
25.77%
-20.13%
22.53%
18.76%
16.20%
0.15%
As of January 03, 2026.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.00%
Stock 99.96%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Basic Info

Investment Strategy
The Fund seeks to provide long-term growth. It will invest at least 80% of net assets, including borrowings for investment purposes in domestic & foreign common & preferred stocks of publicly listed companies where the HHI index of the market of operation representing more than 50% of the companys revenue is above 2,500.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Growth
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Core Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Tema
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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