OCInnovator U.S. Equity Accelerated Plus ETF
OC Fund Description
XTOC aims for 3x upside return of SPY to a cap, with approximately single exposure on the downside, over a one-year outcome period.
OC Factset Analytics Insight
XTOC will invest at least 80% of its net assets in a portfolio of FLEX Options. These options reference the SPDR S&P 500 ETF Trust (SPY), which in turn tracks the S&P 500 index — a market-cap-weighted index comprised of 500 of the largest companies in leading industries in the US. With this, XTOC expects to have significant exposure to Information Technology companies. Unlike leveraged funds, this accelerated ETF aims for returns that are 3x magnified on the upside only over a one-year outcome period, subject to a cap. Note: investors must hold shares for an entire outcome period in order to achieve the intended returns.
OC Summary Data
OC Portfolio Data
OC Index Data
OC Portfolio Management
OC Tax Exposures
OC Fund Structure
OC Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of OC. OC is rated a N/A out of 5.
OC Performance Statistics
OC Benchmark Comparison Summary
OC 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.