Fund earned a 5-star rating from Morningstar in Tactical Allocation Category

MONTGOMERY, Texas--(BUSINESS WIRE)--Jul. 28, 2025-- Alexis Investment Partners, LLC, a Montgomery-based registered investment advisor, announces the Alexis Practical Tactical ETF (NASDAQ: LEXI) has surpassed $125 Million in Assets as of July 22, 2025. This milestone comes less than a year after the fund earned a 5-Star rating from Morningstar in the Tactical Allocation Category.

“Many people think about tactical investing as a defensive opportunity – we’re different. Our goal is to add value relative to our benchmark by participating more in rising versus falling markets, adapting to changing leadership trends, and incorporating alternative asset classes like gold and REITs,” said Alexis Browne Roberts, who manages the fund alongside her father, Jason Browne. “We designed LEXI to be nimble and flexible, allowing us to invest in a broad range of asset classes, buy and sell individual stocks alongside other ETFs, raise cash as desired and hedge using options.”

“The ETF structure also allows us to serve the broader investor market, and we are encouraged to see increased adoption from other financial advisors looking to add an effective tactical strategy to complement strategically allocated and rebalanced portfolios,” Jason Browne added. “Alexis and I invest exclusively in LEXI for our personal investments and as the tactical portion of private client portfolios.”

About the Alexis Practical Tactical ETF

The Alexis Practical Tactical ETF (LEXI) is benchmarked against a globally diversified mix of 35% Morningstar Global Index*, 35% S&P 500 Index and 30% Bloomberg Aggregate Bond Index**. Based on the tactical nature of the fund, investors can expect LEXI’s allocation to vary materially from the benchmark, seeking to add value through market cycles. The fund is managed by Father/Daughter team, Jason Browne and Alexis Browne Roberts. For more information, please visit www.LEXIetf.com

About Alexis Investment Partners, LLC

Alexis Investment Partners, LLC (AIP) is an RIA serving individual investors, businesses and other advisors through investment management and comprehensive financial planning. The firm’s vision is to partner with other financial advisors seeking to leverage AIP’s tactical approach to investing and provide support in implementing a tactical sleeve to complement other strategies – boosting diversification, risk management and performance potential. For more information, please visit www.alexisinvests.com

Past performance is not an indicator of future returns.

The Morningstar Rating™ (“star rating”) is calculated for funds with at least a three-year history. Exchange-traded and open-end mutual funds are combined into a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each fund category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating™ is a weighted average of the performance figures associated with a fund’s 3-, 5-, and 10-year (if applicable) Morningstar Rating™ metrics.

Investing Involves risk Including possible loss of principal.

Before Investing carefully consider the fund’s investment objective, risks, charges, and expenses contained in the prospectus available at www.lexietf.com. Please read the prospectus carefully.

Distributor: Foreside Fund Services, LLC.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250728416445/en/

Media Contact:
Rex Carlin
rex@redmtnmedia.com
206-240-5108

Source: Alexis Practical Tactical ETF