FITZ – Fitz-Gerald Must Have Portfolio ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks total returns. The fund is an actively managed ETF that seeks to achieve its investment objective by investing primarily in equity securities of companies selected using a proprietary “Must Have Portfolio” framework. It employs a thematic investment process designed to identify companies that the Sub-Adviser believes are well positioned to benefit from long-term structural changes taking place over multi-year and multi-decade time horizons that may reshape economic activity, competitive dynamics, and corporate profitability.

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
FITZ	Fitz-Gerald Must Have Portfolio ETF	ETF	Open	—	—	May 27, 2026	$96.52M	0.750%	—	—	—

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