Morningstar

Carbon Collective Climate Solutions U.S. Equity ETF CCSO

Medalist Rating as of Sep 30, 2026 See Carbon Collective Investment Hub

Strategy

The investment seeks to achieve long-term capital appreciation. The fund is an actively-managed ETF that seeks to achieve its investment objective by investing primarily in U.S.-listed equity securities of companies that, in the Sub-Adviser’s opinion, are primarily focused on building solutions to address climate change. It may invest in international companies, including those in emerging markets, through U.S. exchange-tradedADRs, however, they will not be considered U.S. equity securities for purposes of the fund’s 80% policy.

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
CCSO	Carbon Collective Climate Solutions U.S. Equity ETF	ETF	Open			Sep 19, 2022	$42.91M	0.350%	—	—	$7.79M

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