AGOX – Adaptive Alpha Opportunities ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund's portfolio manager seeks to achieve its investment objective of capital appreciation by investing in ETFs that are registered under the Investment Company Act of 1940, as amended and not affiliated with the fund that invest in equity securities of any market capitalization of issuers from a number of countries throughout the world, including emerging market countries. The fixed income securities in which the fund will invest will be investment grade and may be of any duration or maturity.

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
AGOX	Adaptive Alpha Opportunities ETF	ETF	Open			Sep 20, 2012	$381.95M	1.330%	—	—	−$25.99M

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