YFYA – Yields for You Strategy A ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks total return (i.e. income and capital appreciation) consistent with the preservation of capital. The fund is an actively managed exchange-traded fund (“ETF”) that operates as a “fund-of-funds.” Under normal market conditions the fund seeks to achieve its investment objective by investing primarily in a combination of other exchange-traded funds (“Underlying ETFs”). 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
YFYA	Yields for You Strategy A ETF	ETF	Open	—		Jan 30, 2025	$9.74M	1.250%	—	—	−$16.58M

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