OCIO – ClearShares OCIO ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to outperform a traditional 60/40 mix of global equity and fixed-income investments. The fund is expected to typically invest approximately 30% to 80% of its total assets in equity securities (of any market capitalization), either through Underlying Investments that principally invest in U.S. or foreign equity securities, or directly in U.S. equity securities. It may also invest directly in such U.S. equity 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
OCIO	ClearShares OCIO ETF	ETF	Open			Jun 26, 2017	$173.68M	0.650%	—	—	−$10.88M

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