JOUL – Corgi High Voltage Grid Equipment ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund is an exchange-traded fund ("ETF") that seeks to meet its objective by having Corgi Strategies, LLC (the "adviser") actively manage the fund, and under ordinary market conditions, invest at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of companies materially involved in the manufacturing, engineering, and servicing of equipment and technologies used to transmit and control electricity across high voltage networks and modernize power grids. It 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
JOUL	Corgi High Voltage Grid Equipment ETF	ETF	Open	—	—	May 5, 2026	$9.56M	0.350%	—	—	—

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