GMAR
FT Vest U.S. Equity Moderate Buffer ETF - March
📎 Investment Objective
The FT Vest U.S. Equity Moderate Buffer ETF - March seeks to provide investors with moderate upside exposure to the U.S. equity market while aiming to limit downside risk during market declines.
Overview
ETF tracking FT Vest U.S. Equity Moderate Buffer ETF - March
Performance
Price Chart
Investment Summary
📎 Investment Objective
The FT Vest U.S. Equity Moderate Buffer ETF - March seeks to provide investors with moderate upside exposure to the U.S. equity market while aiming to limit downside risk during market declines.
🎯 Investment Strategy
The ETF uses a buffered outcome strategy, which aims to provide a buffer against the first 10-15% of losses in the underlying U.S. equity index, while also providing some upside participation up to a cap. This strategy is reset annually in March.
✨ Key Features
- Moderate upside exposure to U.S. equities with a buffer against initial losses
- Annual reset of the buffer and cap levels in March
- Expense ratio of 0.00%
- Relatively new ETF with limited performance history
⚠️ Primary Risks
- Market risk: The ETF's returns are tied to the performance of the U.S. equity market, which can be volatile
- Buffered risk: The buffer against losses is limited to the first 10-15%, so investors may still experience significant declines
- Capped upside: The ETF's upside participation is capped, limiting the potential gains during strong market environments
- Liquidity risk: As a new ETF, trading volume and liquidity may be limited
👤 Best For
This ETF may be suitable for investors seeking moderate equity exposure with some downside protection, who have a medium-term investment horizon and can tolerate the risks associated with the buffered outcome strategy.