SGLC – SGI U.S. Large Cap Core ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide long-term capital appreciation. The fund is an actively-managed ETF and seeks to achieve its objective by investing under normal circumstances at least 80% of the net assets of the portfolio (including borrowings for investment purposes) in securities of large-capitalization companies, which the fund's managers consider to be those companies listed within the Russell 1000® Index and S&P 500® Index. The fund’s investments will generally consist primarily of common stocks, but may also include preferred stocks, warrants to acquire common stock, and securities convertible into common stock.

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
SGLC	SGI U.S. Large Cap Core ETF	ETF	Open			Mar 30, 2023	$227.97M	0.850%	—	$0	$86.43M

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