ECOIX – Redwheel Next Generation Power InfrasIns Investment Strategy | Morningstar

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Strategy

The investment seeks long-term total return derived principally from a combination of capital appreciation and income over time. The fund will invest at least 80% of its total assets in equity securities of next generation power infrastructure companies, which consist of companies deriving at least 50% of revenues from activities in power generation, transmission, distribution, storage, and ancillary or related services. 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
ECOIX	Redwheel Next Generation Power Infrastructure Fund Institutional Class	Institutional	Open			Aug 7, 2020	$204.29M	1.070%	Above Average	$1M	$2.48M
ECOAX	Redwheel Next Generation Power Infrastructure Fund A Class	Front Load	Open			Sep 25, 2020	$313,378.00	1.320%	Above Average	$2,500	−$168,696.18

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