RTYD Simplify US Small Cap PLUS Downside Convexity ETF
What is RTYD?
RTYD is an actively managed fund-of-funds that provides exposure to small-cap US stocks while applying a downside options overlay strategy.
RTYD Factset Analytics Insight
RTYD is actively managed and seeks capital appreciation by primarily investing in ETFs of small-cap US stocks. The fund selects investments based on factors such as price, liquidity, and track record. While it does not frequently trade equities, it aims to maintain its exposure while applying a downside convexity option overlay strategy, designed to hedge against market movements and add convexity to the fund. RTYD purchases exchange-traded and over-the-counter put options on the Russell 2000 index or a similar index ETF of up to 20%, in which selection is based on the Fund Adviser’s evaluation of relative value, strike price, and maturity. It is worth noting that the fund’s convexity reflects a non-linear relationship between its returns and that of the market. Moreover, while this strategy is intended to protect the fund from losses, it is not absolutely guaranteed.
RTYD Summary Data
Peers
Fund Flows
RTYD Portfolio Data
RTYD Index Data
RTYD Portfolio Management
RTYD Tax Exposures
RTYD Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of RTYD. RTYD is rated a N/A out of 5.
RTYD Tradability
RTYD Sector/Industry Breakdown
Benchmark
RTYD Top 10 Holdings
RTYD Performance Statistics
RTYD Benchmark Comparison Summary
Benchmark
RTYD Benchmark Comparison Market Cap Size
Benchmark
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.
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.