SGRT – SMART Earnings Growth 30 ETF – ETF Investment Strategy

Strategy

The investment seeks long-term capital appreciation. The fund is an actively-managed exchange-traded fund (“ETF”) that invests in equity securities of U.S. domiciled, large-cap companies (typically companies with a market capitalization of $10 billion or more) whose shares are listed on U.S. exchanges. The fund is non-diversified.

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
SGRT	SMART Earnings Growth 30 ETF	ETF	Open	—		Aug 19, 2025	$60.72M	0.590%	—	—	$41.15M

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SMART Earnings Growth 30 ETF SGRT Strategy

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