Fund Documents

Official fund documents for the Elm Market Navigator ETF, including performance data, regulatory filings, and shareholder reports.

Shareholder Report

Semi-Annual Shareholder Report

A brief report outlining fund costs, asset allocation, top holdings, and performance statistics.
As Of
March 31, 2025
Financial Statements

Semi-Annual Financial Statements and Additional Information

Includes financial statements and notes for the fund’s semi-annual reporting period.
As Of
March 31, 2025
Other

Summary Prospectus

A summary of the fund’s strategy, fees, risks, and past performance using Elm’s Dynamic Index Investing® approach.
As Of
May 9, 2025
Regulatory

SAI

The Statement of Additional Information providing supplementary data beyond the prospectus.
As Of
May 5, 2025
Performance

Fact Sheet

Overview of fund performance, key data, and investment strategy as of the latest quarter.
As Of
March 31, 2025
Regulatory

Prospectus

The official legal prospectus detailing investment objectives, risks, and operations.
As Of
May 5, 2025
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Discover how the Elm Market Navigator ETF combines innovative, rules-based asset allocation with cost-efficient management.

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info@elmfunds.com
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