SCAP – Infrastructure Capital Small Cap Inc ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks total return through a blended approach of capital appreciation and current income. The fund, under normal conditions, invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities of small-capitalization companies. It defines small-capitalization companies as those companies with a market capitalization, at the time of initial investment, that is within or below the range of companies in the Russell 2000® Index.

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
SCAP	Infrastructure Capital Small Cap Income ETF	ETF	Open	—		Dec 11, 2023	$17.45M	2.200%	—	—	$605,249.33

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