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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.98% 0.00% 370.24M 59804.67
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 0.00% 179.06M Upgrade

Basic Info

Investment Strategy
The Fund seeks to achieve income by investing in a diversified portfolio of higher-yielding high quality short-term money market instruments, money market mutual funds and/or fixed-income and other debt-related instruments, and investing in ultra-short-term options strategies that seek to generate current income.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Alternative Strategies
Global Peer Group Absolute Return Bond USD
Peer Group Absolute Return Bond Funds
Global Macro Alternative Bond
US Macro Alternative Bond Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Absolute Return Bond Funds
Fund Owner Firm Name Summit Global Investments
Broad Asset Class Benchmark Index
^BBUSATR 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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--
--
--
--
--
--
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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
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
--
6.87%
5.87%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
7.03%
--
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--
--
--
--
--
4.34%
--
--
--
--
--
--
--
--
7.05%
4.09%
-6.66%
5.73%
9.46%
3.63%
13.48%
-4.79%
--
--
--
--
--
--
5.18%
4.03%
As of December 11, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 19.24%
Stock 0.00%
Bond 79.70%
Convertible 0.00%
Preferred 0.00%
Other 1.06%
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Basic Info

Investment Strategy
The Fund seeks to achieve income by investing in a diversified portfolio of higher-yielding high quality short-term money market instruments, money market mutual funds and/or fixed-income and other debt-related instruments, and investing in ultra-short-term options strategies that seek to generate current income.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Alternative Strategies
Global Peer Group Absolute Return Bond USD
Peer Group Absolute Return Bond Funds
Global Macro Alternative Bond
US Macro Alternative Bond Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Absolute Return Bond Funds
Fund Owner Firm Name Summit Global Investments
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

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