FMTM – MarketDesk Focused U.S. Momentum 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 U.S. securities demonstrating positive momentum. The fund defines positive momentum as having positive returns for the previous one-, three-, six-, or twelve-month period or returns greater than the investment universe for the previous one-, three-, six-, or twelve-month period. 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
FMTM	MarketDesk Focused U.S. Momentum ETF	ETF	Open	—	—	Mar 19, 2025	$277.13M	0.450%	—	—	$240.44M

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