ATCL – REX Autocallable Income ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to generate high monthly income while providing reduced downside risk through exposure to the Bloomberg U.S. Large Cap VolMax Autocallable Index. The Autocallable Index is designed to reflect the total return performance of a theoretical portfolio of synthetic autocallable yield notes. The fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in derivative instruments that provide exposure to the Autocallable Index, U.S. Treasury securities (“U.S. Treasuries”), cash and cash equivalents, and "box spreads." It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ATCL	Rex Autocallable Income ETF	ETF	Open	—	—	Feb 17, 2026	$47.02M	0.650%	—	—	—

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