BALI – iShares U.S. Large Cap Prm Inc Act ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks consistent income with lower volatility than the broader U.S. equity market. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in a combination of large cap equity securities of U.S. issuers and options that produce premium 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
BALI	iShares U.S. Large Cap Premium Income Active ETF	ETF	Open			Sep 26, 2023	$1.42B	0.350%	—	—	$802.78M

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