IYRI

IYRI holds the individual stocks of the Dow Jones U.S. Real Estate Capped Index while employing call option writing strategies. The fund seeks to generate high monthly income from stock dividends and call options premiums. The funds options strategy primarily consists of writing call options on one or more ETFs tracking the Index. The fund may sell both exchange-traded and FLEX call options. This strategy limits participation in potential gains if the ETF shares increase in value. Under certain circumstances, the adviser has the discretion to enter a call spread strategy as an alternative. The adviser aims to generate a net credit in a call spread. From time to time, the adviser actively manages the written and purchased call options prior to their expiration in an attempt to capture gains and minimize losses due to the movement of the Index.