Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.42% 0.09% 375.08M 1490.93
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 70.00% 299.76M Upgrade

Basic Info

Investment Strategy
The Fund seeks to preserve capital and provide liquidity while generating an optimal level of risk managed income. The fund invests primarily in various types of fixed income securities of varying maturities & credit quality. Under normal circumstances, the fund seeks to maintain a duration of one year or less.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Short Term
Peer Group Short Investment Grade Debt Funds
Global Macro Bond Short Term
US Macro Short/Intermediate Investment-Grade Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Short Investment Grade Debt Funds
Fund Owner Firm Name Wisdom Fixed Income Management
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Performance Versus Peer Group

 
20%
15%
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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
--
--
--
--
--
--
2.43%
0.20%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
7.30%
0.17%
--
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6.17%
4.84%
0.10%
--
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--
--
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4.93%
0.12%
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0.19%
As of January 14, 2026.

Asset Allocation

As of July 31, 2025.
Type % Net
Cash 0.40%
Stock 0.00%
Bond 99.18%
Convertible 0.00%
Preferred 0.00%
Other 0.42%
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Basic Info

Investment Strategy
The Fund seeks to preserve capital and provide liquidity while generating an optimal level of risk managed income. The fund invests primarily in various types of fixed income securities of varying maturities & credit quality. Under normal circumstances, the fund seeks to maintain a duration of one year or less.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Short Term
Peer Group Short Investment Grade Debt Funds
Global Macro Bond Short Term
US Macro Short/Intermediate Investment-Grade Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Short Investment Grade Debt Funds
Fund Owner Firm Name Wisdom Fixed Income Management
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
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