NEWS

Morningstar White Paper: Investing in the Future of Energy

For current fund performance please click here or for a prospectus click here

For more information about the risks of investing in the Fund, see the section in the Fund’s Prospectus titled “Principal Investment Risks."

Additional Disclosures: The value of stocks of information technology companies and companies that rely heavily on technology is particularly vulnerable to rapid changes in technology product cycles, rapid product obsolescence, government regulation and competition, both domestically and internationally.
 
Stock prices for companies in the utilities sector are affected by supply and demand, operating costs, governmental regulation, environmental factors, liabilities for environmental damage and general civil liabilities, and rate caps or rate changes.
 
An investor cannot invest in an index.
 

RENW Featured on Bloomberg ETF IQ: Drilling Down Into RENW

Video link: https://www.bloomberg.com/news/videos/2019-08-29/t-boone-pickens-etf-replaces-crude-stocks-with-renewables-video

For current fund performance please click here, for Fund details click here, or for a prospectus click here


Principal Investment Risks: You can lose money on your investment in the Fund. The Fund’s investments will be concentrated in an industry or group of industries and the value of Shares may rise and fall more than the value of shares that invest in securities of companies in a broader range of industries. The equity securities, including those of mid-capitalization companies, held in the Fund’s portfolio may experience sudden, unpredictable drops in value or long periods of decline in value.  Foreign securities may be subject to certain risks such as loss due to foreign currency or political or eoncomic instablity or taxes.

The Fund is non-diversified, which means that it may invest more of its assets in the securities of a single issuer or a smaller number of issuers. The Fund is not actively managed, and the Fund’s sub-adviser would only sell shares of an equity security if that security is removed from the Index or the removal of that security is otherwise required upon a reconstitution of the Index in accordance with the Index methodology.

ETF shares are bought and sold through exchange trading at market price (not NAV), and are not individually redeemed from the Fund. Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns.

For more information about the risks of investing in the Fund, see the section in the Fund’s Prospectus titled “Principal Investment Risks."

ETF Trends: Q&A with Toby Loftin

For current fund performance please click here or for a prospectus click here


For more information about the risks of investing in the Fund, see the section in the Fund’s Prospectus titled “Principal Investment Risks."
 

TriLine Index Solutions announces the launch of a new renewable energy ETF, the Pickens Morningstar® Renewable Energy Response™ ETF (NYSE:RENW)

For current fund performance please click here or for a prospectus click here

Boone Pickens shares some of his favorite words of wisdom.

For current fund performance please click here or for a prospectus click here. BOON’s approach to energy investing is grounded in the legacy of T. Boone Pickens, who conceived and shared The Pickens Plan as his vision of reducing dependence on OPEC oil. Boone doesn’t actively manage the ETF, yet his guiding principles lie at the core of The NYSE Pickens Oil Response ETF, which draws from decades of experience and passion for the industry he helped shape.

Measuring Transition Risk in Fund Portfolios : The Morningstar Portfolio Carbon Risk Score

For current fund performance please click here or for a prospectus click here

For more information about the risks of investing in the Fund, see the section in the Fund’s Prospectus titled “Principal Investment Risks."


Disclosures/Definitions
MSCI ACWI Index: The MSCI ACWI captures large and mid cap representation across 23 Developed Markets (DM) and 26 Emerging Markets (EM) countries. DM countries include: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, the UK and the US. EM countries include: Argentina, Brazil, Chile, China, Colombia, Czech Republic, Egypt, Greece, Hungary, India, Indonesia, Korea, Malaysia, Mexico, Pakistan, Peru, Philippines, Poland, Qatar, Russia, Saudi Arabia, South Africa, Taiwan, Thailand, Turkey and United Arab Emirates. With 2,852 constituents, the index covers approximately 85% of the global investable equity opportunity set. MSCI Index: The MSCI Index is a measurement of stock market performance in a particular area. MSCI stands for Morgan Stanley Capital International. MSCI Barra now manages the 160,000 indexes. Like other indexes, such as the Dow Jones Averages or the S&P 500, it tracks the performance of the stocks included in the index. MSCI World Index: The MSCI World is a market cap weighted stock market index of 1,655 stocks from companies throughout the world. It is maintained by MSCI, formerly Morgan Stanley Capital International, and is used as a common benchmark for 'world' or 'global' stock funds intended to represent a broad cross-section of global markets. MSCI Europe Index: The MSCI Europe Index captures large and mid-cap representation across 15 Developed Markets (DM) countries in Europe. DM countries in Europe include: Austria, Belgium, Denmark, Finland, France, Germany, Ireland, Italy, the Netherlands, Norway, Portugal, Spain, Sweden, Switzerland and the UK. With 442 constituents, the index covers approximately 85% of the free float-adjusted market capitalization across the European Developed Markets equity universe. S&P 500 Index: The S&P 500 Index or the Standard & Poor's 500 Index is a market-capitalization-weighted index of the 500 largest U.S. publicly traded companies. The S&P is a float-weighted index, meaning company market capitalizations are adjusted by the number of shares available for public trading.