SCJN – Corgi U.S. Sm-Cp 15% Struct BufETFJunSer – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide investors with returns that generally match the price return (excluding dividends) of the iShares ®Russell 2000 ETF. The fund will invest at least 80% of its net assets in investments that provide exposure to iShares ®Russell 2000 ETF, consistent with the fund's policy adopted pursuant to Rule 35d-1 under the Investment Company Act of 1940, as amended (the "1940 Act"). The fund obtains this exposure primarily through FLEXible EXchange ®Options ("FLEX Options") on the Underlying ETF. 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
SCJN	Corgi U.S. Small-Cap 15% Structured Buffer ETF - June Series	ETF	Open	—	—	Jun 1, 2026	$1.13M	0.300%	—	—	—

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