Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Morningstar Agrsv Gr ETF Asset Allc II  AGTFX
Release date as of 2022-07-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2022-04-29  
Maximum Fees
Administrative ---
Management 0.45%
12b-1 ---
Actual Fees
12b-1 0.25%
Management 0.45%
Expense Ratio 0.78%
(taken from annual report dated 2021-12-31)
Total Annual Operating Expense 0.91%
Waiver Data
Type Date %
ExpenseRatio Contractual 2023-04-29 0.01
  Management
Inception Date: 2007-04-30
Mngr Name Jared Watts
Mngr Start Date 2007-04-30
Biography
Jared Watts, Portfolio Manager. Mr. Watts joined Morningstar Investment Management in 2006. His responsibilities include the management of fund-of-funds clients across multiple financial intermediary segments. Mr. Watts helps develop and manage multiple asset allocation solutions and strategies. In addition to conducting fund research, Mr. Watts helps lead the research and implementation efforts on exchange-traded products for Morningstar’s Investment Management group. Prior to joining Morningstar, Mr. Watts was an Investment Manager at Allstate Financial, where he helped manage fund relationships, asset allocation efforts, and investment product research. Prior to Allstate, Mr. Watts was at A.G. Edwards, where he conducted mutual fund and stock research. Mr. Watts holds a bachelor’s degree in finance from Southern Illinois University and a master’s degree in business administration, with honors, from Saint Xavier University, Graham School of Management with concentrations in portfolio management and financial analysis.
Mngr Name Steve Tagarov
Mngr Start Date 2019-12-18
Biography
Steve Tagarov, CFA, Senior Investment Analyst: Mr. Tagarov joined Morningstar Investment Management in 2015. His responsibilities include supporting Target Risk Strategies, conducting manager research, manager due diligence, and he is a member of the Global Sectors team. Mr. Tagarov started his investment career since 2006. Prior to joining Morningstar Investment Management, Mr. Tagarov was a Senior Investment Consultant at Aon Hewitt Investment Consulting. Mr. Tagarov is a chartered financial analyst, he holds a bachelor’s degree from Augustana College and he’s currently an MBA candidate at the University of Chicago Booth school of business.
Investment Advisor(s)
ALPS Advisors Inc
Web Site
www.alpsfunds.com
Issuer
ALPS
Subadvisor(s)
Morningstar Investment Management LLC
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