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| Returns | 1D | 1M | 3M | YTD | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|
| Total return | ▼ −0.5% | ▼ −1.5% | — | — | — | — | — | ▼ −2.8% |
| Peer average | — | — | — | — | — | — | — | — |
| S&P 500 · VOO | ▼ −0.4% | ▲ +0.9% | ▲ +3.3% | ▲ +13.8% | ▲ +13.3% | ▲ +88.8% | ▲ +81.9% | — |
The fund is an actively managed exchange-traded fund pursuing long-term capital appreciation using a growth-at-a-reasonable-price (GARP) strategy. The Investment House LLC, serving as sub-adviser, identifies long-wave growth trends in the global economy and selects companies it believes are best positioned, managed, and capitalized to drive them, investing primarily in a diversified portfolio of common stocks across small-, mid-, and large-capitalization companies.
Distribution yield and SEC yield use different methodologies. Payouts may include income, capital gains, or return of capital.
Verified payout history is unavailable.
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 TIH.