XSPI – NEOS Boosted S&P 500 High Income ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to boost performance by generating high monthly income in a tax efficient manner with the potential for enhanced equity appreciation in rising markets. The fund is an actively-managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing in a portfolio of stocks that make up the S&P 500® Index (the “S&P 500®” or the “Reference Index”) and utilizing a call options strategy to provide high monthly income, which primarily consists of written (sold) call options on the Reference 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
XSPI	NEOS Boosted S&P 500 High Income ETF	ETF	Open	—	—	Feb 2, 2026	$123.21M	0.980%	—	—	—

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