OMXS – iShares OMX Stockholm Capped ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment objective of the Fund is to seek to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the OMX Stockholm Benchmark CapTM. In order to achieve this investment objective, the investment policy of the Fund is to invest in a portfolio of equity securities that as far as possible and practicable consists of the component securities of the OMX Stockholm Benchmark CapTM, the Fund’s Benchmark Index.

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
OM3X	iShares OMX Stockholm Capped UCITS ETF	ETF	Open			Dec 14, 2016	SEK 2.14B	—	Low	—	SEK 247.93M

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