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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.55% -0.05% 29.42M 2072.53
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.95% 760.0% -7.788M

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. The Fund invests 80% of its assets in equity securities of large capitalization domestic and foreign companies which display an attractive financial condition.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Growth
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

 
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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
11.65%
-2.19%
18.67%
-9.59%
11.79%
13.29%
-0.47%
3.20%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
0.40%
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4.73%
12.94%
-15.37%
16.49%
11.99%
6.05%
3.46%
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0.52%
As of February 20, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 8.76%
Stock 91.42%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.18%
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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. The Fund invests 80% of its assets in equity securities of large capitalization domestic and foreign companies which display an attractive financial condition.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Growth
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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