BUSM – EA Bridgeway Ultra-Small Company Mkt ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide a long-term total return on capital, primarily through capital appreciation. The fund invests at least 80% of its net assets (plus borrowings for investment purposes) in ultra-small company. The sub-adviser generally seeks to construct a portfolio with similar sector and size composition as the universe of the smallest 10% of U.S.-listed stocks.

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
BUSM	EA Bridgeway Ultra-Small Company Market ETF	ETF	Open			Jul 31, 1997	$117.64M	0.730%	Low	—	−$26.77M

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