TRIO
MC Trio Equity Buffered ETF
📎 Investment Objective
The MC Trio Equity Buffered ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the MC Trio Equity Buffered Index.
Overview
ETF tracking MC Trio Equity Buffered ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The MC Trio Equity Buffered ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the MC Trio Equity Buffered Index.
🎯 Investment Strategy
The ETF invests in a portfolio of equity securities and options contracts designed to provide a buffer against losses while participating in the upside of the underlying equity index.
✨ Key Features
- Seeks to provide downside protection through a buffer against losses up to a certain level
- Participates in the upside performance of the underlying equity index
- Utilizes a combination of equity securities and options contracts to achieve its objective
- Expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the ETF's investments may decline due to general market conditions
- Derivatives risk: The use of options contracts may not achieve the desired results and could reduce returns
- Buffered loss risk: The buffer against losses is not guaranteed, and the ETF may experience losses beyond the buffer level
- Tracking error risk: The ETF may not perfectly track the performance of the underlying index
👤 Best For
The MC Trio Equity Buffered ETF may be suitable for investors seeking equity market exposure with a degree of downside protection. It may be particularly appealing to those with a moderate risk tolerance who want to participate in the upside of the equity market while limiting potential losses.