DUKZ – Ocean Park Diversified Income ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide total return and to limit exposure to downside risk. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by tactically allocating the fund’s assets between unaffiliated fixed income ETFs and cash equivalents. Under normal market conditions, the advisor expects to invest substantially all of its assets in underlying ETFs.

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
DUKZ	Ocean Park Diversified Income ETF	ETF	Open	—		Jul 10, 2024	$52.11M	1.030%	—	—	$38.33M

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