CPAI – Counterpoint Quantitative Equity ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal market circumstances, the fund invests at least 80% of its assets in common stocks and American Depositary Receipts. The fund holds at least 50 U.S. listed stocks or American Depository Receipts. The stocks selected are of companies of any market capitalization and are among the highest-ranking stocks as determined by quantitative models. The quantitative models use machine learning technology to rank stocks of companies of U.S. domiciled companies and ADRs of any market capitalization.

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
CPAI	Counterpoint Quantitative Equity ETF	ETF	Open	—		Nov 28, 2023	$524.35M	0.750%	—	—	$291.51M

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