XBJA

📎 Investment Objective

The Innovator U.S. Equity Accelerated 9 Buffer ETF - January seeks to provide investors with returns that match those of the S&P 500 Index up to a predetermined upside cap, while providing a buffer against the first 9% of losses over the investment period.

✨ Key Features

• Seeks to provide upside participation in the S&P 500 Index up to a predetermined cap
• Provides a 9% buffer against losses over the investment period
• Resets parameters annually in January
• Expense ratio of 0.00%

⚠️ Primary Risks

• Market risk: The ETF's returns are tied to the performance of the S&P 500 Index, and it will be subject to the same market fluctuations
• Capped upside potential: The fund's returns are capped at a predetermined level, limiting potential gains
• Reset period risk: The fund's parameters are reset annually, which may result in different upside caps and buffer levels from year to year
• Liquidity risk: As a newer ETF, it may have lower trading volume and liquidity compared to more established funds

👤 Best For

This ETF may be suitable for investors seeking equity market exposure with a level of downside protection, and who are comfortable with the fund's capped upside potential. It may be particularly appealing to those with a medium-term investment horizon who want to limit their downside risk.