Alexis Practical Tactical ETF
Ticker: LEXI
Exchange: NYSE Arca
Expense ratio:
Original filing date: April 7, 2021
Effective date: June 21, 2021
Listing Date: TBD
CUSIP:
Active: Yes
Index / Benchmark: Not Applicable
Investment Objective:
Seeks total return
primarily through long-term capital appreciation, with income and capital
preservation as secondary objectives.
Investment Strategy / Index Methodology:
Stock and security picking, practically and tactically.
- Universe: Global securities.
- All asset classes.
- Expected long-term target allocation is 70% in equity, 30% in fixed income.
Adviser: Alexis Investment
Partners, LLC
Adminstrator: U.S. Bancorp Fund Services, LLC, doing business as
U.S. Bank Global Fund Services
Fund accountant: U.S. Bancorp Fund Services, LLC, doing business as
U.S. Bank Global Fund Services
Custodian: U.S. Bank National
Association
Distributor: Foreside Fund Services,
LLC
Legal counsel: Morgan, Lewis & Bockius LLP
External accounting: TBD
Prospectus is here.
MORE ETF HEARSAY
- LinkedIn: Henry Jim
- henry@etfhearsay.com
- Twitter: @ETFhearsay
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