DDTS
Innovator Equity Dual Directional 10 Buffer ETF - September
📎 Investment Objective
The Innovator Equity Dual Directional 10 Buffer ETF - September seeks to provide investors with exposure to the S&P 500 Index, while providing a buffer against the first 10% of losses and participation in the upside of the index up to a cap.
Overview
ETF tracking Innovator Equity Dual Directional 10 Buffer ETF - September
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Innovator Equity Dual Directional 10 Buffer ETF - September seeks to provide investors with exposure to the S&P 500 Index, while providing a buffer against the first 10% of losses and participation in the upside of the index up to a cap.
🎯 Investment Strategy
The ETF achieves its objective by investing in a portfolio of FLexible EXchange (FLEX) options that are designed to provide the desired exposure to the S&P 500 Index. The fund resets its buffer and cap levels annually in September.
✨ Key Features
- Provides a 10% buffer against losses in the S&P 500 Index
- Offers participation in the upside of the S&P 500 Index up to a cap
- Resets its buffer and cap levels annually in September
- Designed as a long-term investment to be held until the next reset period
⚠️ Primary Risks
- Market risk: The fund's value will fluctuate with the performance of the S&P 500 Index
- Capped upside risk: The fund's returns are capped, limiting potential gains
- Reset risk: The fund's buffer and cap levels are reset annually, which may not align with an investor's time horizon
- Liquidity risk: The fund may experience lower trading volumes, which could impact the ability to buy or sell shares
👤 Best For
This ETF may be suitable for investors seeking exposure to the S&P 500 Index with a level of downside protection, and who are willing to hold the investment until the next reset period. It may be particularly appealing to investors with a moderate risk tolerance who are looking to limit their downside risk while still participating in some of the upside potential of the broader market.