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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.55% 0.03% 300.52M 44956.00
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.35% 19.00% 50.47M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide long-term total returns and minimize capital loss. The Fund pursues its investment objective by constructing a portfolio of companies that exhibit a track record of moving through recessionary periods with minimal impact on aggregate earnings growth relative to the overall equity market.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Zacks Investment Management
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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15%
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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
--
--
--
-13.41%
13.88%
17.32%
15.03%
2.30%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.44%
--
--
--
--
31.14%
27.47%
18.41%
0.26%
26.88%
10.45%
26.36%
-14.23%
16.25%
19.93%
15.10%
2.43%
--
--
--
--
--
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15.62%
2.22%
30.70%
14.86%
31.83%
-14.62%
23.04%
18.94%
13.99%
2.81%
As of January 18, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.98%
Stock 99.84%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.82%
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Basic Info

Investment Strategy
The Fund seeks to provide long-term total returns and minimize capital loss. The Fund pursues its investment objective by constructing a portfolio of companies that exhibit a track record of moving through recessionary periods with minimal impact on aggregate earnings growth relative to the overall equity market.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Zacks Investment Management
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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