ACVF – American Conservative Values ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve long-term capital appreciation; capital preservation is the secondary objective. Under normal circumstances, the fund seeks to meet its investment objective by investing at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities of U.S. companies that meet its politically conservative criteria. The equity securities in which it invests will generally be those of companies with large market capitalizations.

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
ACVF	American Conservative Values ETF	ETF	Open			Oct 28, 2020	$153.22M	0.750%	—	—	$1.77M

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