The Fund is an exchange-traded fund ("ETF") that seeks to meet its objective by having Corgi Strategies, LLC (the "Adviser") actively manage the Fund, and under ordinary market conditions, invest at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of companies materially involved in consumer-oriented products and services that the Adviser believes are positioned to benefit from aging demographics and the spending preferences of older consumers, with an emphasis on extending healthspan — the period of life spent in good health — and on lifestyle and services categories. For purposes of this policy, the Fund considers the following activities: travel, leisure, and experiences; hospitality and related services; wellness, fitness, and recovery products and services; functional nutrition and consumer health brands; personal and household services; home upgrades, remodeling, and home accessibility solutions; senior living and aging-in-place solutions; mobility and assistive products; and platforms that deliver personalized lifestyle, convenience, and health and wellness experiences to consumers and older populations. A company will not qualify for the Fund's 80% basket if it operates solely in general consumer staples, fitness, or wellness without a primary orientation toward longevity-related health outcomes.
The YUNG ETF is actively managed, so it doesn't track an index. We're working to retrieve all detailed holding information.