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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.75% 0.09% 271.02M 142514.3
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.47% -- 225.48M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide long-term growth of capital. Under normal circumstances, the fund seeks to invest at least 80% of its net assets, which include borrowings for investment purposes, common and preferred stocks of publicly listed companies that are directly or indirectly economically tied to global electrification.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Core
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Utilities
Peer Group Utility Funds
Global Macro Equity Industry Sector
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Utility Funds
Fund Owner Firm Name Tema
Broad Asset Class Benchmark Index
^MSWNTR 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
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
--
--
25.92%
2.86%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
21.09%
1.83%
--
--
--
--
--
--
5.68%
-0.34%
--
--
11.55%
-11.88%
-0.78%
-12.41%
26.74%
3.54%
25.46%
-0.25%
20.74%
0.79%
-2.44%
45.31%
25.70%
-0.39%
63.25%
138.4%
-15.66%
-7.98%
-11.53%
-14.48%
50.19%
4.88%
As of January 10, 2026.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.43%
Stock 95.07%
Bond 0.38%
Convertible 0.00%
Preferred 0.00%
Other 4.13%
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Basic Info

Investment Strategy
The Fund seeks to provide long-term growth of capital. Under normal circumstances, the fund seeks to invest at least 80% of its net assets, which include borrowings for investment purposes, common and preferred stocks of publicly listed companies that are directly or indirectly economically tied to global electrification.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Core
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Utilities
Peer Group Utility Funds
Global Macro Equity Industry Sector
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Utility Funds
Fund Owner Firm Name Tema
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

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