LDRX – SGI Enhanced Market Leaders ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation and current income. The fund is an actively-managed exchange-traded fund (“ETF”) and seeks to achieve its objective by investing under normal circumstances at least 80% of the net assets of the portfolio (including borrowings for investment purposes) in securities of large-capitalization companies. It will also invest in options strategies that seek to generate current income. 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
LDRX	SGI Enhanced Market Leaders ETF	ETF	Open	—		May 2, 2025	$260.52M	0.590%	—	—	$27.42M

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