WMSB – Weitz Multisector Bond ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide a high level of current income and capital appreciation. The Multisector fund is an actively managed ETF and, thus, does not seek to replicate the performance of a specified index of securities. Instead, it uses an active investment strategy that seeks to meet its investment objective. Under normal circumstances, the Multisector fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in bonds and related derivative instruments that provide exposure to bonds. The fund 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
WMSB	Weitz Multisector Bond ETF	ETF	Open	—	—	Nov 4, 2025	$26.59M	0.650%	—	—	—

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