SFGV – Sequoia Global Value ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve long term capital appreciation. Under normal circumstances, the fund will invest at least 80% of the fund’s net assets (plus the amount of any borrowings for investment purposes) in equity securities. The fund manager defines “equity securities” to include U.S. listed common and preferred stock, depositary receipts (e.g., American Depositary Receipts (“ADRs”) and Global Depositary Receipts (“GDRs”)), and ETFs that provide broad exposure to domestic and international equity securities of companies across all market capitalizations, as well as real estate 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
SFGV	Sequoia Global Value ETF	ETF	Open	—	—	Jan 17, 2024	$1.18B	0.330%	—	—	−$21.56M

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