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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.30% -0.09% 207.59M 6814.57
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.02% -- 183.41M Upgrade

Basic Info

Investment Strategy
The Fund seeks to achieve capital appreciation. It seeks to achieve its investment objective by investing in a dynamic, tactical asset allocation portfolio across domestic and international equity markets. It anticipates to invest in ETFs to gain exposure to small-capitalization securities and developed market countries.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Core
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Multi-Cap Core
Global Macro Equity Global
US Macro Developed Global Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Funds
Fund Owner Firm Name Yoke Core
Broad Asset Class Benchmark Index
^MSACXUSNTR 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)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% 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
--
--
--
--
--
--
--
2.13%
21.51%
10.65%
7.82%
-16.00%
15.62%
5.53%
32.39%
2.03%
--
--
--
--
--
--
18.22%
1.00%
30.04%
15.05%
23.85%
-17.89%
24.78%
19.52%
20.82%
1.22%
29.98%
19.29%
26.34%
-16.13%
22.48%
29.94%
13.25%
0.95%
--
--
--
--
--
24.10%
19.29%
0.79%
As of January 09, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.06%
Stock 99.88%
Bond 0.05%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Basic Info

Investment Strategy
The Fund seeks to achieve capital appreciation. It seeks to achieve its investment objective by investing in a dynamic, tactical asset allocation portfolio across domestic and international equity markets. It anticipates to invest in ETFs to gain exposure to small-capitalization securities and developed market countries.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Core
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Multi-Cap Core
Global Macro Equity Global
US Macro Developed Global Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Funds
Fund Owner Firm Name Yoke Core
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

View Basic Info
Start Trial

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