EDGF – 3EDGE Dynamic Fixed Income ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks total return through capital appreciation and current income consistent with the preservation of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in fixed income securities and other instruments, including derivatives and exchange-traded funds (“ETFs”), with economic characteristics similar to such securities.

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
EDGF	3EDGE Dynamic Fixed Income ETF	ETF	Open	—		Oct 2, 2024	$573.19M	0.790%	—	—	$374.78M

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