Morningstar

Running Oak Efficient Growth ETF RUNN

Medalist Rating as of Sep 30, 2026 See Running Oak Investment Hub

Strategy

The investment seeks long-term growth of capital. The fund is in an actively managed exchange-traded fund (“ETF”). Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily in exchange-traded equity securities of large and mid-sized U.S. companies with market capitalizations of at least $5 billion. The fund is roughly equally-weighted with 50-75 stocks typically held in the portfolio. The fund may invest up to 20% of net assets in non-U.S. companies. 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
RUNN	Running Oak Efficient Growth ETF	ETF	Open			Jun 7, 2023	$422.16M	0.580%	—	—	$24.39M

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