DRSK – Aptus Defined Risk ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks current income and capital appreciation. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its objective through a hybrid fixed income and equity strategy. The fund typically invests approximately 75% to 95% of its assets to obtain exposure to investment-grade fixed income securities (the “Fixed Income Strategy”) and invests the remainder of its assets to obtain exposure to U.S. stocks, while seeking to limit downside risk (the “Equity Strategy”).

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
DRSK	Aptus Defined Risk ETF	ETF	Open			Aug 7, 2018	$1.39B	0.790%	—	—	$55.87M

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