SRHR – SRH REIT Covered Call ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide total return. Under normal circumstances, the fund invests at least 80% of its net assets in Real Estate Investment Trusts (“REITs”) that are publicly traded on domestic stock exchanges. In addition, the fund strategically implements an option strategy consisting of writing (selling) U.S. exchange-traded covered call options on the REITs in the fund’s portfolio. 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
SRHR	SRH REIT Covered Call ETF	ETF	Open	—		Nov 1, 2023	$48.88M	0.750%	—	—	−$2.97M

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