SCEP – Sterling Capital Hedged Eq Prm Inc ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide long-term capital growth, income and preservation of capital. The fund is an actively managed exchange traded fund (“ETF”). The fund advisor will pursue fund's investment objective by investing primarily in U.S. large- and mid-cap equity and equity-related securities. Under normal circumstances, the fund will invest at least 80% of its net assets plus borrowings for investment purposes in equity and equity-related securities. 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
SCEP	Sterling Capital Hedged Equity Premium Income ETF	ETF	Open	—	—	Dec 10, 2025	$247.40M	0.650%	—	—	—

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