LSVD – LSV Disciplined Value ETF – ETF Investment Strategy

Strategy

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. The equity securities in which the fund invests are mainly common stocks. The Adviser uses a quantitative investment model to make investment decisions for the fund.

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
LSVD	LSV Disciplined Value ETF	ETF	Open	—		Dec 17, 2024	$674.43M	0.400%	—	—	$826,848.12

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LSV Disciplined Value ETF LSVD Strategy

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