BTCI – NEOS Bitcoin High Income ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to generate high monthly income with the potential for appreciation based on exposure to exchange-traded products (“ETP”) that have direct exposure to Bitcoin. Under normal circumstances, the fund will invest at least 80% of its net assets in Spot Bitcoin ETPs and/or options on the Bitcoin Futures ETFs. For purposes of the fund’s name policy, the value of such derivative instruments shall be valued at their notional value. 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
BTCI	NEOS Bitcoin High Income ETF	ETF	Open	—	—	Oct 16, 2024	$1.41B	0.990%	—	—	$804.00M

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