KSEP
Innovator U.S. Small Cap Power Buffer ETF - September
📎 Investment Objective
The Innovator U.S. Small Cap Power Buffer ETF - September seeks to provide investors with exposure to the U.S. small-cap equity market, while providing a buffer against the first 15% of losses over the course of a one-year period.
Overview
ETF tracking Innovator U.S. Small Cap Power Buffer ETF - September
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Innovator U.S. Small Cap Power Buffer ETF - September seeks to provide investors with exposure to the U.S. small-cap equity market, while providing a buffer against the first 15% of losses over the course of a one-year period.
🎯 Investment Strategy
The ETF invests in a portfolio of U.S. small-cap stocks and uses options strategies to provide the buffer against the first 15% of losses. The fund resets its buffer annually in September.
✨ Key Features
- Provides exposure to the U.S. small-cap equity market
- Offers a 15% buffer against losses over a one-year period
- Resets the buffer annually in September
- Relatively low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The fund's value will fluctuate with the U.S. small-cap equity market
- Buffered loss risk: The 15% buffer may not be sufficient to protect against larger market declines
- Liquidity risk: The fund may have lower trading volume and liquidity compared to larger ETFs
- Concentration risk: The fund's small-cap focus means it may be more volatile than a more diversified fund
👤 Best For
This ETF may be suitable for investors seeking exposure to the U.S. small-cap equity market with some downside protection, and who have a medium to long-term investment horizon. Investors should be comfortable with the fund's volatility and the potential for the buffer to be exceeded during periods of significant market declines.