Corgi PLTR 2x Daily ETF (PLTL)

Overview

The fund primarily focuses on investing in equity securities of U.S. companies with small market capitalizations. It leverages at least 80% of its net assets, in addition to any borrowings for investment purposes, to pursue its investment strategy. Under the guidance of Principal Global Investors, LLC ("PGI"), the fund deploys a proprietary quantitative model for security selection and portfolio construction. This strategy is characterized by its propensity for active and frequent trading of portfolio securities, reflecting a dynamic approach to capitalizing on market opportunities and managing investment risks.

Products and Services

The key investment product and services offered by the fund are detailed below:

• Equity Securities Investment:

  Emphasizing investments in equity securities of U.S. companies with small market capitalizations. This focus captures growth potential unique to this segment, leveraging market dynamics and company-specific characteristics deemed favorable by the fund's analytical models.

• Quantitative Model-Based Selection:

  The use of a proprietary quantitative model by Principal Global Investors, LLC to guide security selection and portfolio construction. This model-driven approach aims to optimize portfolio performance by identifying securities with the best return prospects based on various metrics and algorithms.

• Active and Frequent Trading Strategy:

  A notable strategy of active and frequent trading of portfolio securities. This enables the fund to swiftly respond to market changes, capitalizing on short-term investment opportunities while managing the associated risks of their investment positions.