XBCI – NEOS Boosted Bitcoin High Income ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to boost performance by generating high monthly income with the potential for appreciation based on exposure to ETP that have direct exposure to Bitcoin. The Advisor expects to gain indirect exposure to the Spot Bitcoin ETPs by investing up to 25% of its total assets (measured at the time of investment) in the Subsidiary, consistent with the limits of the U.S. federal tax law requirements applicable to registered investment companies. The Subsidiary is advised by the Adviser. 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
XBCI	NEOS Boosted Bitcoin High Income ETF	ETF	—	—	—	Feb 2, 2026	$214.23M	0.980%	—	—	—

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