SOFC – Corgi SOFI 2x Daily ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks daily investment results, before fees and expenses, that correspond to two times (2x) the daily performance of the publicly-traded common stock of SoFi Technologies, Inc. (NASDAQ: SOFI) ("SoFi" or the "Underlying Security"). The fund will invest at least 80% of the value of its net assets, plus any borrowings for investment purposes, in financial instruments (for example, swaps and futures) that, in the aggregate, provide leveraged exposure to the Underlying Security equal to approximately two times its daily performance. It 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
SOFC	Corgi SOFI 2x Daily ETF	ETF	—	—	—	Jul 9, 2026	—	0.450%	—	—	—

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