LODI – AAM SLC Low Duration Income ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to outperform, after fees and expenses, the Bloomberg 1-3 Year Government/Credit Index on a total return basis. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing in various U.S. dollar denominated fixed income instruments. Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in income producing securities.

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
LODI	AAM SLC Low Duration Income ETF	ETF	Open	—		Dec 3, 2024	$106.88M	0.150%	—	—	$37.06M

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