FMAR
FT Vest U.S. Equity Buffer ETF - March
📎 Investment Objective
The FT Vest U.S. Equity Buffer ETF - March (FMAR) seeks to provide investors with exposure to the U.S. equity market while aiming to limit downside risk during market declines.
Overview
ETF tracking FT Vest U.S. Equity Buffer ETF - March
Performance
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Investment Summary
📎 Investment Objective
The FT Vest U.S. Equity Buffer ETF - March (FMAR) seeks to provide investors with exposure to the U.S. equity market while aiming to limit downside risk during market declines.
🎯 Investment Strategy
FMAR utilizes a buffer strategy, which aims to provide investors with upside participation in the U.S. equity market up to a certain cap, while limiting downside risk to a predetermined buffer level. The fund invests in a portfolio of equity securities and options contracts to implement this strategy.
✨ Key Features
- Seeks to provide upside equity market participation with downside risk mitigation
- Utilizes a buffer strategy to limit losses during market declines
- Resets the buffer and cap levels on an annual basis in March
- Relatively low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The fund's performance is tied to the U.S. equity market, and it may decline in value during market downturns
- Option strategy risk: The fund's use of options contracts to implement its buffer strategy may not be successful in limiting downside risk
- 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 volatile than a more diversified fund
👤 Best For
FMAR may be suitable for investors seeking equity market exposure with some downside protection, particularly those with a medium-term investment horizon and a moderate risk tolerance. The fund's buffer strategy may appeal to investors who want to participate in equity market upside while limiting potential losses during market declines.