IDMEInternational Drawdown Managed Equity ETF
IDME Fund Description
IDME is an actively managed fund of funds which selects global ex-US ETFs that exhibit positive fundamental and momentum characteristics combined with a downside hedge.
IDME Factset Analytics Insight
IDME is an actively managed fund that selects a portfolio of ETFs that invest in non-US companies in developed and emerging markets. Approximately 50—90% of the fund’s exposure will be in developed markets and 10—50% in emerging markets. For selection, the adviser uses a proprietary framework which takes into account factors such as yield, growth, and valuation along with momentum to identify attractive markets, regions, countries, or individual securities. The adviser also seeks to limit the fund’s exposure to equity market declines primarily by purchasing broad market puts or ETFs tracking the non-US equity market. In addition, IDME may also write broad market puts and hold VIX index call options.
IDME Summary Data
IDME Portfolio Data
IDME Index Data
IDME Portfolio Management
IDME Tax Exposures
IDME Fund Structure
IDME Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IDME. IDME is rated a N/A out of 5.
IDME Economic Development
IDME Performance Statistics
IDME Benchmark Comparison Summary
IDME 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.