RHRX – RH Tactical Rotation ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund is an actively managed ETF, it will not seek to replicate the performance of an index. The advisor seeks to achieve the fund’s investment objective of capital appreciation by investing in ETFs that are registered under the Investment Company Act of 1940, as amended (the “1940 Act”) and not affiliated with the fund. The investments of the portfolio funds will generally be comprised of equity securities included in the S&P 500 Index and principally consisting of common stock.

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
RHRX	RH Tactical Rotation ETF	ETF	Open			Sep 20, 2012	$57.49M	1.380%	—	—	$36.78M

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