FIXP – FolioBeyond Enhanced Fixed Inc Prm ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide income and, secondarily, long-term capital appreciation. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to generate current income and long-term capital appreciation by investing in a portfolio of ETFs representing certain sectors of the fixed-income market (“Bond Sector ETFs”), both directly and indirectly through option overlays. The fund uses the FolioBeyond Fixed Income Model (the “FB Model”) to select its Bond Sector 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
FIXP	FolioBeyond Enhanced Fixed Income Premium ETF	ETF	Open	—		Jan 22, 2025	$10.06M	1.010%	—	—	−$909,223.66

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