FPAA – FPA Global Allocation ETF – ETF Investment Strategy

Strategy

The investment seeks long-term, risk-adjusted growth of capital. Under normal circumstances, the Adviser intends to invest at least approximately 50% of the fund's net assets in global equity investments, including underlying funds that invest primarily in equities. 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
FPAA	FPA Global Allocation ETF	ETF	Open	—	—	Jun 5, 2026	$23.00M	0.490%	—	—	—

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FPA Global Allocation ETF FPAA Strategy

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