MORNINGSTAR

Morningstar ETFInvestor includes information, analysis, and opinions from Morningstar's Manager Research Group, which consists of employees of various Morningstar, Inc. subsidiaries who prepare analysis on investment products. In the United States, that subsidiary is Morningstar Research Services LLC, which is registered with and governed by the U.S. Securities and Exchange Commission. Please note, "Morningstar" is used to refer to Morningstar, Inc. and/or its affiliates, as applicable... The Income Portfolio attempts to earn a higher distribution yield than the basic portfolio, without taking a lot more risk... The ESG Portfolio targets firms with strong corporate governance and sustainable environmental and social practices, while offering competitive returns and similar risk to the basic portfolio.

Also known as: Morningstar ETFInvestor, Morningstar Research Services LLC, Morningstar, Inc.