ACJL – Buffered Bulldog ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing primarily in equity securities of companies that C.J. Lawrence®, a division of Apollon Wealth Management, LLC (the “Sub-Adviser”) believes are well-positioned to capitalize on the evolving global economic landscape (“Bulldogs”), together with a systematic option overlay utilizing exchange-traded European-style FLEX Options on the SPDR S&P 500 ETF Trust (“SPY” or the “Underlying ETF”). The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ACJL	Buffered Bulldog ETF	ETF	Open	—	—	Oct 29, 2026	$7.86M	0.750%	—	—	—

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