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| Returns | 1D | 1M | 3M | YTD | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|
| Total return | ▼ −0.2% | ▲ +1.9% | ▲ +3.5% | ▲ +26.3% | ▲ +63.5% | — | — | ▲ +78.0% |
| Peer average | — | — | — | — | — | — | — | — |
| S&P 500 · VOO | ▼ −0.4% | ▲ +0.9% | ▲ +3.3% | ▲ +13.8% | ▲ +13.3% | ▲ +88.8% | ▲ +81.9% | — |
This exchange-traded fund (ETF) operates with an active management approach, mainly allocating capital to large-capitalization companies. Its investment decisions are guided by a proprietary system engineered to identify businesses poised for significant profitability. The core objective is to capture the full range of their valuation appreciation, particularly as their price-to-earnings ratio expands. Under ordinary market conditions, at least four-fifths of the fund's total assets will be invested in equity securities.
Distribution yield and SEC yield use different methodologies. Payouts may include income, capital gains, or return of capital.
| Ex-date | Pay date | Per share |
|---|---|---|
| 2025-12-09 | 2025-12-10 | $0.16 |
| 2025-09-24 | — | $4.96 |
| 2024-12-27 | 2024-12-30 | $0.01 |
Estimated annual expense excludes trading costs and assumes constant assets. Fee waivers and fund costs can change.
Historical risk measures describe past behavior and do not predict future returns.
Hear the strategy from the people behind BRIF.