BDEC

📎 Investment Objective

The Innovator U.S. Equity Buffer ETF - December seeks to provide investors with returns that match those of the S&P 500 Index, up to a predetermined cap, while providing a buffer against the first 9% of losses over the course of a one-year period.

✨ Key Features

• Provides a buffer against the first 9% of losses over a one-year period
• Caps upside participation at a predetermined level, typically around 15-20%
• Resets its parameters annually in December
• Designed to help manage volatility and downside risk in equity markets

⚠️ Primary Risks

• Market risk: The ETF's returns are tied to the performance of the S&P 500 Index, and it is subject to the same market fluctuations
• Capped upside potential: The fund's returns are capped at a predetermined level, limiting the potential for gains
• Reset period risk: The fund's parameters are reset annually, which may result in changes to the buffer or cap levels
• Liquidity risk: The FLEX options used by the fund may have limited liquidity, which could impact the fund's ability to execute trades

👤 Best For

This ETF may be suitable for investors seeking equity market exposure with a degree of downside protection, particularly those with a medium-term investment horizon and a moderate risk tolerance. It may be most appropriate as a core equity allocation within a diversified portfolio.