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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.41% 0.15% 484.16M 17837.10
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 168.0% 11.22M Upgrade

Basic Info

Investment Strategy
The Fund is an actively-managed exchange-traded fund that seeks current income and long-term capital appreciation. Under normal circumstances, the Fund invests at least 80% of its net assets, plus borrowings for investment purposes, in debt instruments that are principally traded in the United States.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Medium Term
Peer Group Core Bond Funds
Global Macro Bond HC
US Macro Short/Intermediate Investment-Grade Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Core Bond Funds
Fund Owner Firm Name Vident Financial
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Performance Versus Peer Group

 
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15%
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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
-0.96%
9.49%
5.38%
-0.43%
-14.18%
8.16%
1.27%
6.61%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
6.72%
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1.28%
7.64%
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6.82%
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1.65%
6.60%
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7.10%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 10.01%
Stock 0.00%
Bond 88.65%
Convertible 0.00%
Preferred 0.00%
Other 1.33%
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Basic Info

Investment Strategy
The Fund is an actively-managed exchange-traded fund that seeks current income and long-term capital appreciation. Under normal circumstances, the Fund invests at least 80% of its net assets, plus borrowings for investment purposes, in debt instruments that are principally traded in the United States.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Medium Term
Peer Group Core Bond Funds
Global Macro Bond HC
US Macro Short/Intermediate Investment-Grade Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Core Bond Funds
Fund Owner Firm Name Vident Financial
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

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