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NVBT - Allianzim U.S. Large Cap Buffer10 Nov ETF

Allianzim U.S. Large Cap Buffer10 Nov ETF logoAllianzIM US Large Cap Buffer10 Nov ETF (NVBT) is an actively managed exchange-traded fund (ETF) that seeks to provide investors with exposure to the performance of the S&P 500 Index while mitigating downside risk. The fund invests in a portfolio of options and other derivative instruments that are designed to provide a buffer against the first 10% of S&P 500 Index losses over the course of a year. The fund is designed for investors who are seeking an investment in large-cap U.S. stocks but are also concerned about the downside risk.

The fund is managed by Allianz Investment Management LLC, a subsidiary of Allianz Life Insurance Company of North America. The fund has an expense ratio of 0.74% and trades on the NYSE Arca exchange.

The investment strategy of the AllianzIM US Large Cap Buffer10 Nov ETF is to invest in a portfolio of options and other derivative instruments that provide a buffer against the first 10% of S&P 500 Index losses over a one-year period. The fund uses a dynamic strategy that rebalances its options positions on a monthly basis to maintain the 10% buffer level.

The fundís investments are split between two types of options: put options and call options. The put options provide downside protection against declines in the S&P 500 Index, while the call options provide exposure to potential upside gains. The fundís holdings are also adjusted periodically to maintain a balance between the put and call options.

Investors in the AllianzIM US Large Cap Buffer10 Nov ETF should be aware that the fundís performance will differ from that of the S&P 500 Index. While the fund is designed to provide a buffer against the first 10% of losses in the index, the fundís performance may be lower than the index in rising markets, as the fundís call options may limit the fundís participation in gains.

Overall, the AllianzIM US Large Cap Buffer10 Nov ETF is a unique investment vehicle that seeks to provide investors with exposure to large-cap U.S. stocks while mitigating downside risk. Investors who are looking for a way to participate in the potential upside of the S&P 500 Index while limiting their exposure to losses may find this fund to be a suitable addition to their portfolio. However, as with any investment, it is important to carefully review the fundís prospectus and consult with a financial advisor before making any investment decisions.

 



 

 

 
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