KYC – Corgi Digital Banking & Fintch InfrasETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund is an 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 development, deployment, and operation of digital banking and fintech infrastructure that the adviser believes are positioned to benefit from the continued shift toward mobile-first banking, embedded finance, and software-driven financial infrastructure across consumer and business end markets. 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
KYC	Corgi Digital Banking & Fintech Infrastructure ETF	ETF	Open	—	—	May 5, 2026	$370,465.00	0.350%	—	—	—

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