CLIM – Climate Resilient US REIT Index ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Climate Global - Climate Resilient REIT Index (the “Index”). The index is designed to track the performance of companies that are organized as real estate investment trusts or related entities. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities comprising the index. It 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
CLIM	Climate Resilient US REIT Index ETF	ETF	Open	—	—	Mar 11, 2026	$1.47M	0.900%	—	—	—

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