Tactical Allocation · BATS · USD · Data as of 2026-05-15
AUM
$58.99M
Expense ratio
0.25%
Yield
3.17%
YTD return
+12.04%
Last price
$25.05
Unclassified · Coverage 38% · low
Today
48.1
Outlook
44.2
Block A (composite-derived)
37.1
Block C (market behavior)
—
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
37.1
Coverage 38% · low
Liquidity
—
Expenses
80.0
Performance
—
Volatility
—
Dividend
0.0
Concentration
10.0
Smart Money
—
Activist
—
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
Discipline Fund ETF (DSCF) is an exchange-traded fund from Discipline Funds in the Mixed asset class. Launched in 2021. Assets under management: 58,988,032.
Bullish Whales composite rating: 37 out of 100. Evidence coverage 38% across 3 of 8 axes. Strongest axes: expenses, concentration, dividend.
Annualized one-year realized volatility 6%, classified low. Weakest axes: dividend, concentration.
Top-10 weight 1%, diversified, led by VGIT. Trailing yield 0%.
etf_composite_score_current · composite_score, concentration_score, confidence, coverage_pct, dividend_score, expenses_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yDefined Duration 10 ETF is an exchange-traded fund that employs a time-based, multi-asset strategy designed to align investments with a 10-year financial planning horizon. The fund’s primary objective is to deliver a balanced blend of growth and capital preservation by systematically allocating between high-quality U.S. bonds and global equities. Its portfolio is periodically rebalanced using a time-weighted and rules-based methodology, maintaining an allocation range of 30% to 70% in bonds and equities depending on evolving market conditions and risk assessments. This ETF adopts the Defined Duration Investing framework, which organizes investment assets by specific time horizons, helping both advisors and individuals match portfolio duration with anticipated liabilities and expenses. The structure offers greater clarity and discipline in financial planning, focusing on quantitative metrics like cash flow and risk exposure rather than traditional style boxes. Emphasizing asset-liability matching, the Defined Duration 10 ETF integrates seamlessly into comprehensive planning workflows, making it particularly suited for moderately long-term goals where a disciplined approach to risk and growth is critical. The systematic, tax-efficient rebalancing distinguishes it from traditional index-weighted funds, aiming to reduce volatility and enhance certainty over a ten-year commitment period.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $58,988,032. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for DSCF are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.