NXTE – AXS Green Alpha ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks long term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, in sustainable companies. The fund may invest in companies of all sizes and across economic sectors and geography. Although the advisor will attempt to invest as much of its assets as is practical in common stocks and ADRs, the advisor may maintain a reasonable (up to 20%) position in U.S. Treasury Bills and money market instruments to meet liquidity needs.

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
NXTE	Axs Green Alpha ETF	ETF	Open			Sep 27, 2022	$56.93M	1.000%	—	—	$1.80M

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