Morningstar

Strategas Global Policy Opportunities ETF SAGP

Medalist Rating as of Sep 30, 2026 See Strategas Investment Hub

Strategy

The investment seeks long-term capital appreciation. The fund is an actively-managed exchange-traded fund (“ETF”) that seeks to achieve its objective by investing principally in the common stocks of U.S. and non-U.S. companies interested in influencing public policy through their lobbying activity in Washington D.C. Strategas Asset Management, LLC (the “Adviser”) considers lobbying a nontraditional and largely unrecognized factor in company analysis. It may, from time to time, invest a significant portion of its total assets in securities of companies in certain sectors or located in particular countries or regions outside the U.S.

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
SAGP	Strategas Global Policy Opportunities ETF	ETF	Open			Jan 25, 2022	$79.07M	0.650%	—	—	$12.37M

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