Ticker SymbolXYZY
Asset ClassEquity
Fund ManagerYieldMax
DomicileUS
Expense Ratio1.36%
Founded at2023-10-10
Tracking Index--
XYZY was created on 2023-10-10 by YieldMax. The fund's investment portfolio concentrates primarily on financials equity. XYZY seeks to provide current income and capped gains on the Block stock (XYZ) through a synthetic covered call strategy, collateralized by cash and US Treasurys. The actively managed fund uses both standardized exchange-traded and FLEX options.