PMARInnovator S&P 500 Power Buffer ETF - March
PMAR Fund Description
PMAR aims for specific buffered losses and capped gains on the S&P 500 over a specific holdings period. The actively-managed fund holds options and collateral.
PMAR Factset Analytics Insight
PMAR uses options in an effort to moderate losses on the S&P 500 over a one-year period starting each March. The fund foregoes some upside return as well as the S&P 500s dividend component, because the options are written on the price (not total) return version of the index. In exchange for preventing realization of the first 15% of the S&P 500s losses, investors forego upside participation above a certain threshold, which is reset annually. Investors who buy at any other time than the annual reset day may have a very different protection and buffer zone. The issuer publishes effective interim levels daily on its website. The fund must be held to the end of the period to achieve the intended results. The targeted buffers and caps do not include the funds expense ratio. The fund is actively managed, resets annually and uses listed options exclusively.
PMAR Summary Data
PMAR Portfolio Data
PMAR Index Data
PMAR Portfolio Management
PMAR Tax Exposures
PMAR Fund Structure
PMAR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PMAR. PMAR is rated a N/A out of 5.
PMAR Top 10 Holdings
PMAR Economic Development
PMAR Performance Statistics
PMAR Benchmark Comparison Summary
PMAR Benchmark Comparison Market Cap Size