ZHOG – F/m Opportunistic Income ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks is to provide investors with attractive income opportunities by identifying undervalued and opportunistic sectors and securities in the U.S. fixed income markets, while typically limiting duration and averaging an investment-grade credit quality. The fund is an actively-managed exchange-traded fund (“ETF”) managed by F/m Investments, LLC (the “adviser”) that seeks to achieve its investment objective by investing in fixed-income securities.

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
ZHOG	F/m Opportunistic Income ETF	ETF	Open			Sep 5, 2023	$44.57M	0.430%	—	—	$8.84M

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