YUNG – Corgi Longevity Consumer ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund is an ETF that seeks to meet its objective by having Corgi Strategies, LLC (the "adviser") actively manage the fund, and under ordinary market conditions, invest at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of companies materially involved in consumer-oriented products and services that the adviser believes are positioned to benefit from aging demographics and the spending preferences of older consumers, with an emphasis on extending healthspan — the period of life spent in good health — and on lifestyle and services categories. It 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
YUNG	Corgi Longevity Consumer ETF	ETF	Open	—	—	May 5, 2026	$927,277.00	0.350%	—	—	—

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