PZLV – Pzena U.S. Large Cap Value ETF – ETF Investment Strategy

Strategy

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in stocks of “large-cap value” companies. It seeks to invest in large-cap company stocks that, in the opinion of the Adviser, sell at a substantial discount to their intrinsic value but have solid long-term prospects.

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
PZLV	Pzena U.S. Large Cap Value ETF	ETF	Open	—	—	Mar 31, 2026	$68.54M	0.600%	—	—	—

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Pzena U.S. Large Cap Value ETF PZLV Strategy

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