YMARFT Cboe Vest International Equity Buffer ETF - March
YMAR Fund Description
YMAR aims for specific buffered losses and capped gains on the EFA ETF over a specific holding period. The actively managed fund holds options and collateral.
YMAR Factset Analytics Insight
YMAR uses flex options in an effort to moderate losses on iShares MSCI EAFE ETF over a one-year period starting each March. The fund uses a slightly different approach than using the MSCI EAFE Index options, what is gained in favorable tax treatment may be lost in higher expense. The fund foregoes some upside return on EFA, in exchange for preventing realization of the first 10% 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 fund’s expense ratio. The fund is actively managed.
YMAR Summary Data
YMAR Portfolio Data
YMAR Index Data
YMAR Portfolio Management
YMAR Tax Exposures
YMAR Fund Structure
YMAR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of YMAR. YMAR is rated a N/A out of 5.
YMAR Top 10 Holdings
YMAR Performance Statistics
YMAR Benchmark Comparison Summary
YMAR 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.