FJUL
FT Vest U.S. Equity Buffer ETF - July
📎 Investment Objective
The FT Vest U.S. Equity Buffer ETF - July (FJUL) seeks to provide investors with a buffer against losses in the U.S. equity market during a specified 12-month period, while providing upside participation.
Overview
ETF tracking FT Vest U.S. Equity Buffer ETF - July
Performance
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Investment Summary
📎 Investment Objective
The FT Vest U.S. Equity Buffer ETF - July (FJUL) seeks to provide investors with a buffer against losses in the U.S. equity market during a specified 12-month period, while providing upside participation.
🎯 Investment Strategy
FJUL is a buffer ETF that aims to provide a level of protection against losses in the U.S. equity market during a 12-month period. The fund uses a options-based strategy to provide a buffer against the first 10-15% of losses in the underlying index, while allowing for participation in a portion of the index's gains.
✨ Key Features
- Seeks to provide a buffer against the first 10-15% of losses in the U.S. equity market during a 12-month period
- Allows for participation in a portion of the underlying index's gains
- Resets the buffer and upside participation on an annual basis
- Designed to help manage downside risk in U.S. equity investments
⚠️ Primary Risks
- Market risk: The fund's performance is tied to the performance of the U.S. equity market, and it may lose value during market downturns
- Option risk: The fund's use of options exposes it to the risks associated with the options market, including potential losses beyond the initial investment
- Liquidity risk: The fund may have difficulty buying or selling certain securities, which could affect its performance
- Concentration risk: The fund's focus on the U.S. equity market means it may be more vulnerable to factors affecting that market
👤 Best For
The FT Vest U.S. Equity Buffer ETF - July may be suitable for investors seeking to manage downside risk in their U.S. equity exposure, while still maintaining some upside potential. It may be particularly appealing to investors with a moderate risk tolerance who are concerned about potential market volatility during the 12-month period.