NTKINationwide Russell 2000 Risk-Managed Income ETF
NTKI Fund Description
NTKI is an actively-managed portfolio of stocks included in the Russell 2000 combined with an options collar. The fund seeks to generate current income with some downside protection.
NTKI Factset Analytics Insight
NTKI is actively managed to invest in a portfolio of stocks included in the Russell 2000 with an options collar. The index holds 2000 small-cap US companies weighted by market capitalization. A collar strategy involves selling or writing call options and buying put options, thus generating income to hedge some downside risk. The fund’s manager utilizes a proprietary, systematic model to manage the Fund’s options positions, yet is not tied to specific upside or downside thresholds. The fund’s strategy seeks to generate high current income on a monthly basis from any dividends received from the underlying stock and the option premiums retained. NTKI may engage in frequent trading which results in high portfolio turnover.
NTKI Summary Data
NTKI Portfolio Data
NTKI Index Data
NTKI Portfolio Management
NTKI Tax Exposures
NTKI Fund Structure
NTKI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of NTKI. NTKI is rated a N/A out of 5.
NTKI Sector/Industry Breakdown
NTKI Top 10 Holdings[View All]
NTKI Economic Development
NTKI Performance Statistics
NTKI Benchmark Comparison Summary
NTKI 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.