STXK – Strive Small-Cap ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to track the total return performance, before fees and expenses, of the Bloomberg U.S. 600 Index composed of U.S. small-capitalization companies. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in U.S. small cap equity securities. The index is a free float-adjusted capitalization-weighted index comprised primarily of U.S. equity 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
STXK	Strive Small-Cap ETF	ETF	Open			Nov 9, 2022	$79.52M	0.180%	—	—	$7.69M

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