INVG – GMO Systematic Investment Grd Crdt ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks total return in excess of the Bloomberg U.S. Corporate Index. The fund is an actively managed ETF that seeks to achieve its investment objective by investing primarily in U.S. investment grade debt securities. GMO determines fund investments utilizing its proprietary systematic investment approach analyzing bonds based on factors including value, quality, momentum, and company fundamentals. Under normal circumstances, the fund invests directly and indirectly at least 80% of its assets in investment grade debt securities.

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
INVG	GMO Systematic Investment Grade Credit ETF	ETF	Open	—		Jun 3, 2025	$22.88M	0.250%	—	—	$12.16M

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