TOLL – Tema Durable Quality ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide long-term growth. Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in domestic and foreign, common and preferred stocks of publicly listed companies where the Herfindahl–Hirschman (HHI) index of the market of operation representing more than 50% of the company’s revenue is above 2,500. 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
TOLL	Tema Durable Quality ETF	ETF	Open			May 10, 2023	$49.74M	0.550%	—	—	−$32.21M

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