Morningstar® Investment Profile™   Morningstar® Disclosure   Format for Print Morningstar Growth ETF Asset Allc I Release date as of 2024-10-31. Data on page is subject to change. Snapshot Ratings & Risk Portfolio Nuts & Bolts

Fees and Expenses Taken from prospectus dated 2024-05-01   Maximum Fees Administrative --- Management 0.45% 12b-1 --- Actual Fees 12b-1 0.00% Management 0.45% Expense Ratio 0.52% (taken from annual report dated 2024-06-30) Total Annual Operating Expense 0.63%

Waiver Data Type Date % --- --- --- ---

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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