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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.65% 0.04% 24.95M 1910.33
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.46% 690.0% -9.156M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation and the potential for current income, while also seeking to protect principal during unfavorable market conditions. Under normal market conditions, the Fund invests at least 80% of its net assets in the equity securities of large capitalization domestic and foreign companies.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Core
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 Absolute Shares Trust
Broad Asset Class Benchmark Index
^SPXTR 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)
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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
2019
2020
2021
2022
2023
2024
2025
YTD
2.68%
-2.71%
16.56%
-8.37%
0.49%
3.43%
9.16%
2.27%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.80%
7.11%
-3.30%
16.04%
-7.67%
-2.68%
5.87%
-0.40%
1.67%
11.65%
-2.19%
18.67%
-9.59%
11.79%
13.29%
-0.47%
2.23%
--
4.73%
12.94%
-15.37%
16.49%
11.99%
6.05%
2.40%
--
--
--
-9.63%
12.71%
9.67%
6.56%
2.30%
As of January 12, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.49%
Stock 97.67%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.16%
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Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation and the potential for current income, while also seeking to protect principal during unfavorable market conditions. Under normal market conditions, the Fund invests at least 80% of its net assets in the equity securities of large capitalization domestic and foreign companies.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Core
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 Absolute Shares Trust
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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