RSBY – Return Stacked Bonds & Futures Yield ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund is an actively-managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing in two complimentary investment strategies, a Bond strategy and a Futures Yield strategy. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, in (a) the Bond strategy and (b) the Futures Yield strategy. 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
RSBY	Return Stacked Bonds & Futures Yield ETF	ETF	Open	—	—	Aug 20, 2024	$57.35M	1.010%	—	—	−$53.77M

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