AOTG – AOT Growth and Innovation ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund is an actively managed exchange-traded fund (ETF) that invests in U.S. listed equity securities that AOT Invest LLC (the “Sub-Adviser”) believes have high growth potential based on a low marginal cost business model. The Sub-Adviser will invest in a variety of companies and industries with low marginal cost structures (beyond traditional low marginal cost industries, such as technology and software).

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
AOTG	AOT Growth and Innovation ETF	ETF	Open			Jun 28, 2022	$94.99M	0.750%	—	—	$7.07M

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