FIFT – HCM Select 50 ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide income and long-term capital appreciation. The fund’s investment advisor, Howard Capital Management, LLC (the “Adviser”), actively manages the fund’s portfolio using a proprietary investment model co-developed with Ned Davis Research, Inc. to select a portfolio of common or preferred stocks of any market capitalization of companies from the S&P 500 Index designed to provide investment results that correspond, before fees and expenses, generally to the performance of the Total Return Scotiabank U.S. Top 50 Large Cap Dividend Index.

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
FIFT	HCM Select 50 ETF	ETF	Open	—	—	Oct 21, 2026	$65.02M	1.350%	—	—	—

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