XSEP
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September
📎 Investment Objective
The FT Vest U.S. Equity Enhance & Moderate Buffer ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the FT Vest U.S. Equity Enhance & Moderate Buffer Index.
Overview
ETF tracking FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September
Performance
Price Chart
Investment Summary
📎 Investment Objective
The FT Vest U.S. Equity Enhance & Moderate Buffer ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the FT Vest U.S. Equity Enhance & Moderate Buffer Index.
🎯 Investment Strategy
The ETF invests in a portfolio of equity securities and options contracts designed to provide a buffer against losses while enhancing returns in rising markets. The fund aims to track its underlying index, which uses a rules-based strategy to provide moderate downside protection and upside participation.
✨ Key Features
- Seeks to provide a buffer against the first 15% of losses in the U.S. equity market
- Aims to enhance returns in rising markets up to a cap
- Utilizes a rules-based index methodology to manage risk and return
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Derivatives risk: The use of options contracts may not achieve the desired results and could reduce returns
- Tracking error risk: The fund may not perfectly track its underlying index
- Limited performance history: This is a new fund with limited track record
👤 Best For
This ETF may be suitable for investors seeking moderate downside protection and enhanced upside participation in the U.S. equity market, while maintaining a low-cost investment. It may be appropriate as a core or satellite holding in a diversified portfolio.