CLCV – Crossmark Large Cap Value ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-cap value companies. Large-cap value companies are defined as companies included in the Russell 1000 Value Index from time to time. 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
CLCV	Crossmark Large Cap Value ETF	ETF	Open	—		Jul 22, 2025	$17.43M	0.500%	—	—	$7.64M

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