PLGI – PL Growth and Income ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide long-term capital appreciation and income. Under normal market conditions, the fund will invest at least 80% of its assets in a combination of equities from growth companies and income-producing securities or options. Growth companies are companies the adviser believes have above average growth potential. The fund manager may engage in frequent trading of its portfolio, resulting in a higher portfolio turnover rate.

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
PLGI	PL Growth and Income ETF	ETF	Open	—	—	Dec 9, 2025	$51.18M	1.250%	—	—	—

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