EDGU – 3EDGE Dynamic US Equity ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation in rising markets while limiting losses during periods of decline. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. issuers. The fund manager seeks to achieve its investment objective through actively managing the sectors and/or various market-capitalization and/or defined outcome exposures.

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
EDGU	3EDGE Dynamic US Equity ETF	ETF	Open	—		Oct 2, 2024	$100.19M	0.910%	—	—	$47.68M

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