EMGDSimplify Emerging Markets Equity PLUS Downside Convexity ETF
EMGD Fund Description
EMGD is an actively managed fund-of-funds that provides exposure to all-cap stocks from emerging markets while applying a downside options overlay strategy.
EMGD Factset Analytics Insight
EMGD is actively managed and seeks capital appreciation by primarily investing in ETFs of stocks of any size from emerging markets. The fund selects investments based on factors such as price, liquidity, and track record. While it does not frequently trade equities, it aims to maintain its exposure while applying a downside convexity option overlay strategy, designed to hedge against market movements and add convexity to the fund. EMGD purchases exchange-traded and over-the-counter put options on an emerging markets index or similar index ETF of up to 20%, in which selection is based on the Fund Adviser’s evaluation of relative value, strike price, and maturity. It is worth noting that the fund’s convexity reflects a non-linear relationship between its returns and that of the market. Moreover, while this strategy is intended to protect the fund from losses, it is not absolutely guaranteed.
EMGD Summary Data
EMGD Portfolio Data
EMGD Index Data
EMGD Portfolio Management
EMGD Tax Exposures
EMGD Fund Structure
EMGD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EMGD. EMGD is rated a N/A out of 5.
EMGD Performance Statistics
EMGD Benchmark Comparison Summary
EMGD Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.