CARK – CastleArk Large Growth ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund is an actively managed exchange-traded Fund (“ETF”). Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in common stock of large-capitalization companies. The fund may also invest up to 20% of its net assets, plus borrowings for investment purposes, in common stock of mid-capitalization 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
CARK	Castleark Large Growth ETF	ETF	Open	—		Dec 6, 2023	$349.40M	0.540%	—	—	−$14.35M

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