Core Plus Fixed Income Strategy Profile 1Q25

The Sage Core Plus Fixed Income ETF strategy seeks to provide excess yield and consistent risk-adjusted investment returns relative to the Barclay’s Aggregate Bond Index. The strategy will invest primarily in core fixed income and will allocate between 0%-40% in non-core segments such as high yield, non-dollar, emerging market debt and preferred stocks. The asset allocation decisions will be determined by the desired portfolio duration, yield curve management and opportunities in non-core market segments.