RSSY – Return Stacked® US Stk & Futs Yld ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund is an actively-managed 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 the Bond strategy and the Futures Yield strategy. The fund will target a 100% exposure to each of its Bond strategy and its 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
RSSY	Return Stacked® U.S. Stocks & Futures Yield ETF	ETF	Open	—	—	May 28, 2024	$97.85M	0.990%	—	—	−$37.60M

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