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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.07% -0.07% 6.480M 753.60
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 32.36M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide long-term capital growth. The Fund generally invest in exchange-traded funds that seek to track the broad US equity market. Under normal circumstances, the Fund invests at least 80% of its net assets in US equity securities and instruments with economic characteristics similar to such securities.
General
Security Type Exchange-Traded Fund
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 LionShares
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
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.82%
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26.79%
24.50%
18.64%
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-20.80%
7.42%
19.97%
9.70%
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-18.96%
22.80%
12.90%
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23.66%
5.72%
As of December 09, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.09%
Stock 99.70%
Bond 0.15%
Convertible 0.00%
Preferred 0.00%
Other 0.06%
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Basic Info

Investment Strategy
The Fund seeks to provide long-term capital growth. The Fund generally invest in exchange-traded funds that seek to track the broad US equity market. Under normal circumstances, the Fund invests at least 80% of its net assets in US equity securities and instruments with economic characteristics similar to such securities.
General
Security Type Exchange-Traded Fund
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 LionShares
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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