GPT – Intelligent Alpha Atlas ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide long-term capital appreciation. The fund uses Intelligent Alpha, LLC’s proprietary artificial intelligence-powered stock selection strategy to create an intelligent equal weight portfolio of global large cap stocks with over $1 billion in market capitalization. The securities selected will be based on the major trading trends inspired by the greatest traders in the world. 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
GPT	Intelligent Alpha Atlas ETF	ETF	Open	—	—	Sep 17, 2024	$22.82M	0.690%	—	—	$815,229.08

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