GEEQ – Guggenheim Enhanced Equity Income ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide current income while maintaining prospects for capital appreciation. Under normal circumstance, at least 80% of its assets (net assets, plus the amount of any borrowings for investment purposes) in equity securities and in derivatives and other instruments that have economic characteristics and provide investment exposure similar to equity securities. Equity securities include common stock, securities of REITs, and warrants and rights. The fund may also invest in a variety of investment vehicles, such as closed-end funds, ETFs and mutual funds. 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
GEEQ	Guggenheim Enhanced Equity Income ETF	ETF	Open	—	—	Aug 19, 2026	$60.24M	0.350%	—	—	—

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