MVFG – Monarch Volume Factor Gbl Uncons ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the Monarch Volume Factor Global Unconstrained Index. The fund is a fund of funds that invests at least 80% of its total assets in the constituents of the index. The index consists of up to 25 equally-weighted equity ETFs that demonstrate positive cash flow. When the cash flow trends are negative, a portion or all of the index consists of one or more treasury ETFs.

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
MVFG	Monarch Volume Factor Global Unconstrained ETF	ETF	Open	—	—	Mar 6, 2024	$188.46M	1.410%	—	—	$47.89M

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