PJUL
Innovator S&P 500 Power Buffer ETF - JulyPJUL Fund Description
PJUL is an actively-managed ETF designed to track the price return of the S&P 500 with capped gains and some buffering against losses over a predetermined period.
PJUL Factset Analytics Insight
PJUL is effectively an options spread play on the price version of the S&P 500. The fund provides exposure to the price return of the index, but limits both gains and losses over a one-year period starting each July. The fund protects investors from the first 15% of losses after each July reset. If the index drops more than 15%, the fund will continue to participate in the losses. To compensate for this protection, gains are limited to a specified maximum. The level of this cap is determined by the options market at each reset, but was about 8% (before fees) when the fund launched. It is worth noting that PJUL is actively managed despite this rules-based strategy. For this specialized exposure, PJUL charges a fee on the high side.
PJUL CHARTS AND PERFORMANCE
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1 Month
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3 Months
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YTD
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1 Year
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3 Years
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5 Years
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Max
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1 Month
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3 Months
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YTD
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1 Year
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3 Years
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5 Years
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Max
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PJUL Top 10 Countries
PJUL Top 10 Holdings
PJUL Summary Data
PJUL Portfolio Data
PJUL Portfolio Management
PJUL Tax Exposures
PJUL Fund Structure
PJUL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PJUL. PJUL is rated a N/A out of 5.
PJUL Tradability
PJUL TOP 10 HOLDINGS
PJUL Countries
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PJUL Regions
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PJUL Economic Development
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PJUL Performance Statistics
PJUL BENCHMARK COMPARISON SUMMARY
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PJUL BENCHMARK COMPARISON MARKET CAP SIZE
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