Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.65% -0.01% 65.52M 32398.43
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.64% 57.00% 15.40M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term growth of capital and current income. The Fund is an actively-managed exchange-traded fund ("ETF") that will allocate its investments among a combination of an Index Allocation, a Fixed Income Allocation, and Cash Equivalents. The Fund also may opportunistically employ an options spread strategy.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - US
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 STF Management
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
35.59%
18.46%
20.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
--
--
--
--
--
37.66%
19.36%
22.11%
--
--
--
--
--
--
19.08%
10.69%
--
--
--
12.12%
-7.57%
12.79%
8.69%
11.83%
--
--
--
--
-16.19%
10.48%
2.92%
11.29%
As of December 08, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.79%
Stock 99.21%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -2.00%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks long-term growth of capital and current income. The Fund is an actively-managed exchange-traded fund ("ETF") that will allocate its investments among a combination of an Index Allocation, a Fixed Income Allocation, and Cash Equivalents. The Fund also may opportunistically employ an options spread strategy.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - US
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 STF Management
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders