PEPS
Parametric Equity Plus ETF
📎 Investment Objective
The Parametric Equity Plus ETF (PEPS) seeks to provide investment exposure to a diversified portfolio of U.S. equities with the potential for enhanced returns compared to a broad market index.
Overview
ETF tracking Parametric Equity Plus ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Parametric Equity Plus ETF (PEPS) seeks to provide investment exposure to a diversified portfolio of U.S. equities with the potential for enhanced returns compared to a broad market index.
🎯 Investment Strategy
PEPS aims to achieve its objective by investing in a combination of U.S. equities and an options-based strategy. The fund will hold a portfolio of stocks that seek to track the performance of a broad U.S. equity index, while also utilizing an options overlay to potentially generate additional returns.
✨ Key Features
- Diversified exposure to U.S. equities through a portfolio of stocks
- Utilizes an options-based strategy to potentially enhance returns
- Actively managed approach to portfolio construction and options implementation
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Options risk: The use of options strategies may not be successful and could result in losses
- Liquidity risk: The fund may have difficulty buying or selling certain investments at an optimal time and price
- Concentration risk: The fund's performance may be more volatile due to its focus on U.S. equities
👤 Best For
PEPS may be suitable for investors seeking exposure to U.S. equities with the potential for enhanced returns, and who have a higher risk tolerance and longer investment horizon to accommodate the fund's options-based strategy.