QXQ – SGI Enhanced Nasdaq-100 ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation and current income. Under normal market circumstances, seeks to achieve its objective by (1) investing at least 80% of its net assets in equity investments of companies that, at the time of investment, are included in the Nasdaq-100® Index and/or options, or futures, ETFs or options on ETFs that seek to replicate the returns of the index, and (2) investing 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
QXQ	SGI Enhanced Nasdaq-100 ETF	ETF	Open	—		Jun 13, 2024	$81.82M	0.980%	—	—	$24.18M

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