CABZ – Roundhill Robotaxi Atnms Vhcls & TechETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide capital appreciation. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing in the equity securities of Robotaxi, Autonomous Vehicles and Technology Companies. Robotaxis are autonomous vehicles (“AVs”) that provide mobility-as-a-service (“MaaS”). In seeking to achieve the fund’s investment objective, the Adviser constructs the portfolio pursuant to its own proprietary security selection methodology. 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
CABZ	Roundhill Robotaxi Autonomous Vehicles & Technology ETF	ETF	Open	—	—	Jan 13, 2026	$3.16M	0.590%	—	—	—

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