Scottrade’s FocusShares Launches New Family of 15 Low-Cost ETFs (FMU, FLG, FMM, FOS, FBM, FCQ, FCL, FCD, FEG, FFL, FHC, FIL, FRL, FTQ, FUI)

FocusShares, LLC, a registered investment advisor (RIA), exchange-traded fund (ETF) sponsor and affiliate of online investing firm Scottrade, Inc., today launched 15 new low-cost ETFs benchmarked to indexes licensed from Morningstar, Inc. The FocusTM Morningstar ETFs begin trading today on NYSE Arca and are the first investment products sponsored by FocusShares since being acquired in June 2010 by Scottrade Financial Services, Inc., the parent holding company of Scottrade, Inc.

Each FocusTM Morningstar ETF is among the lowest-cost ETFs in its category available today. Online trading of these ETFs will be available commission-free to Scottrade brokerage customers and registered investment advisors using Scottrade® Advisor Services as their custodian. Investors and advisors who are not Scottrade brokerage customers can purchase FocusTM Morningstar® ETFs through their brokerage firms by paying applicable commissions.

“As a company committed to helping people make better investing decisions, these new ETFs are a logical extension of the products and services Scottrade has been providing for 30 years,” said Scottrade Founder and CEO Rodger Riney. “There is a growing demand for ETFs among individual and institutional investors as well as financial advisors, and we wanted to provide funds that we believe investors could find great value in that haven’t been available before.”

“FocusTM Morningstar ETFs are the most comprehensive suite of ETFs based on Morningstar® domestic equity indexes,” Riney said. “We are providing both investors and active traders with an easy and relatively inexpensive way to implement multiple investment strategies.”

ETF Name   Symbol   Total Expense Ratio*
FocusTM Morningstar US Market Index ETF   (NYSE:FMU)   0.05%
FocusTM Morningstar Large Cap Index ETF   (NYSE:FLG)   0.05%
FocusTM Morningstar Mid Cap Index ETF   (NYSE:FMM)   0.12%
FocusTM Morningstar Small Cap Index ETF   (NYSE:FOS)   0.12%
FocusTM Morningstar Basic Materials Index ETF   (NYSE:FBM)   0.19%
FocusTM Morningstar Communication Services Index ETF   (NYSE:FCQ)   0.19%
FocusTM Morningstar Consumer Cyclical Index ETF   (NYSE:FCL)   0.19%
FocusTM Morningstar Consumer Defensive Index ETF   (NYSE:FCD)   0.19%
FocusTM Morningstar Energy Index ETF   (NYSE:FEG)   0.19%
FocusTM Morningstar Financial Services Index ETF   (NYSE:FFL)   0.19%
FocusTM Morningstar Health Care Index ETF   (NYSE:FHC)   0.19%
FocusTM Morningstar Industrials Index ETF   (NYSE:FIL)   0.19%
FocusTM Morningstar Real Estate Index ETF   (NYSE:FRL)   0.12%
FocusTM Morningstar Technology Index ETF   (NYSE:FTQ)   0.19%
FocusTM Morningstar Utilities Index ETF   (NYSE:FUI)   0.19%
*The funds are new and total expenses are estimated for the funds’ current fiscal years. Total expense ratios as of 3/30/11.

“Morningstar’s independent research and proprietary data are well-known and trusted by advisors and investors alike,” said Erik Liik, president of FocusShares. “With Scottrade’s experience delivering value to investors and FocusShares’ extensive knowledge and experience in the creation, marketing and trading of ETFs, we believe the FocusTM Morningstar funds will get investors’ attention.”

Morningstar is known and respected industry-wide for its independence, accuracy and reliability. These same traits serve as the foundation for Morningstar® Indexes. Rather than following the largest stocks, Morningstar® Indexes include a much wider and diverse universe of investable stocks. For example, the Morningstar US Market Index, a broad market index, captures 97 percent of the total market. Also, each security is only listed in one sector index, eliminating overlap and providing true diversification across the family of indexes.

“At Morningstar, we share a common commitment with Scottrade and FocusShares to put investors first and provide tools and information that help them make better decisions,” said Morningstar Chairman and CEO Joe Mansueto. “We are excited that Scottrade and FocusShares selected our indexes as the building blocks for an ETF family that offers investors the tools they need to create low-cost, diversified portfolios.”

ETFs are known for their transparency, liquidity, tax efficiency, cost efficiency and can be used by investors to create a diversified portfolio. Unlike traditional open-end mutual funds, which can be purchased by investors only at the fund’s closing price or net asset value each day, ETFs can be bought or sold on exchanges throughout the trading day at prevailing market prices.

For more information about FocusTM Morningstar ETFs, visit our website at To invest in FocusTM Morningstar ETFs, contact your broker or financial advisor. For general information, please call toll-free at (855) 933-6287. To learn more about commission-free trading of the FocusTM Morningstar ETFs from Scottrade, visit

About Scottrade Financial Services, Inc.

Scottrade Financial Services, Inc., is the privately-held holding company for Scottrade, Inc., a leading online investing firm; Scottrade Bank, a provider of online retail banking products and services; and FocusShares, LLC, a registered investment advisor (RIA) and exchange-traded funds (ETF) sponsor. Scottrade, Inc. was founded in 1980 to provide investors with a better way to invest and make their own trading decisions. Today, it has the largest branch network among online investing firms and provides education to help millions of investors invest for themselves. Scottrade Bank was formed in 2008 to provide banking products and services to Scottrade customers. In 2010, Scottrade Financial Services, Inc., acquired FocusShares, which launched the FocusTM Morningstar ETFs in March 2011. Scottrade Financial Services, Inc., is based in St. Louis, Mo. For more information, visit us at

Brokerage products and services offered through Scottrade, Inc. Member FINRA/SIPC.

About FocusShares, LLC

FocusShares, LLC, is a registered investment advisor (RIA), exchange-traded funds (ETF) sponsor and wholly-owned subsidiary of Scottrade Financial Services, Inc. FocusShares launched 15 FocusTM Morningstar ETFs in March 2011 that are based on Morningstar® US Market, Large Cap, Mid Cap and Small Cap broad market indexes and 11 sector indexes, including Basic Materials, Communication Services, Consumer Cyclical, Consumer Defensive, Energy, Financial Services, Health Care, Industrials, Real Estate, Technology and Utilities. FocusShares, LLC, is based in Montvale, N.J. For more information, visit us at

About Foreside

Foreside provides a range of distribution and compliance services to clients in the investment management industry. Foreside serves sponsors of open-end, closed-end, exchange-traded and alternative investment products, including commodity pools. Foreside offers Sarbanes-Oxley, chief compliance officer, registered representative and active and statutory distribution services. Foreside solutions allow its clients to focus on asset management while continuing to adhere to distribution and compliance best practices. For more information, visit

About Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia and Asia. Morningstar offers an extensive line of Internet, software and print-based products and services for individuals, financial advisors and institutions. Morningstar provides data on approximately 380,000 investment offerings, including stocks, mutual funds and similar vehicles, along with real-time global market data on more than 5 million equities, indexes, futures, options, commodities and precious metals, in addition to foreign exchange and Treasury markets. Morningstar has operations in 26 countries.

The FocusTM Morningstar ETFs are not sponsored, endorsed, sold or promoted by Morningstar, Inc., and Morningstar, Inc. makes no representation regarding the advisability of investing in such ETFs.

ETFs are subject to commission costs each time a “buy” or “sell” is executed. Depending on the amount of trading activity, the low costs of ETFs may be outweighed by commissions and related trading costs.

Before investing in any FocusTM Morningstar ETF, you should carefully consider the applicable fund’s investments objectives, risks, charges and expenses. This and other information is in the applicable fund’s prospectus, a copy of which may be obtained by visiting the FocusShares website at Please read the fund prospectus carefully before you invest.

An investment in any FocusTM Morningstar fund is subject to risk, including the possible loss of principal amount invested. Sector funds tend to be riskier and more volatile than broad market funds because they are less diversified. Investing in mid- and small-capitalization companies may be more volatile than those of larger companies. The FocusTM Morningstar funds are new, and there can be no assurance that active trading markets will develop or be maintained.

Foreside Fund Services, LLC is the distributor of the FocusTM Morningstar funds.

Scottrade Financial Services, Inc.
Scottrade, Inc., Scottrade Bank and FocusShares, LLC
Kelly Doria, 314-965-1555 x1231
Director of Public Relations
[email protected]

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