AAAA – Amplius Aggressive Asset Allocation ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to provide disciplined asset allocation to equity securities, fixed income ETFs, and downside protection ETFs. The Sub-Adviser generally will allocate between 60% and 100% of the fund’s net assets to equity securities, which includes common stocks, preferred stocks, and other ETFs that provide such equity exposure (the “Equity Sleeve”). 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
AAAA	Amplius Aggressive Asset Allocation ETF	ETF	Open	—	—	Jul 15, 2025	$282.58M	0.490%	—	—	$9.23M

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