EDGE – MRBL Enhanced Equity ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities and derivative instruments that provide exposure to equity securities. To gain this exposure, the fund will primarily invest in one or more ETFs or options on an ETF or index (each, a “reference asset”). 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
EDGE	MRBL Enhanced Equity ETF	ETF	Open	—		Jan 21, 2025	$12.92M	0.740%	—	—	$4.99M

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