EQL – ALPS Equal Sector Weight ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks investment results that correspond (before fees and expenses) generally to the performance of the Modelist/VettaFi Equal Weight Sector 500 Index (the “underlying index”). The underlying index is designed to track the performance of U.S. large-capitalization equities by allocating equal weight across economic sectors, while maintaining float-adjusted market capitalization weighting within each sector. It will normally invest at least 80% of its net assets in securities that comprise the underlying 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
EQL	ALPS Equal Sector Weight ETF	ETF	Open			Jul 6, 2009	$794.06M	0.190%	—	—	$175.58M

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