Morningstar

Evolve Active Global Fixed Income Fund Class A

Medalist Rating as of Aug 31, 2026

Strategy

The fund seeks to provide exposure to an actively managed portfolio of global corporate fixed income securities, with the objective of delivering long-term returns in excess of the 3-month U.S. dollar Secured Overnight Financing Rate. To achieve this objective, fund employs a combination of dynamic credit allocation across asset classes and bottom-up security selection.

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
EARN	Evolve Active Global Fixed Income Fund	ETF	Open			Nov 9, 2018	CA$28.76M	—	High	—	−CA$7.36M
—	Evolve Active Global Fixed Income Fund Class A	—	Open			Apr 23, 2019	CA$46,657.00	—	High	CA$500	CA$55,419.19
—	Evolve Active Global Fixed Income Fund Class F	—	Open			Apr 23, 2019	CA$4,929.00	—	Low	CA$500	CA$14.33

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