AAPY – Kurv Yield Premium Str Apple ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide current income; exposure to the share price of the common stock of Apple Inc., subject to a limit on potential investment gains is the secondary consideration. The fund is an actively managed exchange traded fund that seeks current income while maintaining the opportunity for exposure to the share price (i.e., the price returns) of the common stock of Apple Inc.(“AAPL or the “Underlying Security), subject to potential limits on investment gains. 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
AAPY	Kurv Yield Premium Strategy Apple ETF	ETF	Open	—	—	Oct 26, 2023	$7.93M	0.990%	—	—	$1.92M

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