YLDW – Westwood Enhanced Income Opportunity ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide current income. Under normal circumstances, the fund seeks to meet its investment objectives by investing generally more than 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying and/or interest-bearing securities. By utilizing primarily income-producing securities from diverse asset classes, the fund also seeks to maintain a lower volatility profile than traditional equity-only products.

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
YLDW	Westwood Enhanced Income Opportunity ETF	ETF	Open	—	—	Dec 11, 2025	$41.08M	0.790%	—	—	—

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