AIPI – REX AI Equity Premium Income ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation and current income. The fund, under normal market conditions, invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities comprising the BITA AI Leaders Select Index. It seeks to employ its investment strategy regardless of whether there are periods of adverse market, economic, or other conditions and will not seek to take temporary defensive positions during such periods. 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
AIPI	REX AI Equity Premium Income ETF	ETF	Closed	—		Jun 3, 2024	$477.20M	0.650%	—	—	$35.85M

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