XCLR Profile
The Global X S&P 500 Collar 95-110 ETF (XCLR) is a specialized exchange-traded fund designed to track the performance of the Cboe S&P 500 3-Month Collar 95-110 Index. Launched by Global X on August 25, 2021, XCLR aims to provide investors with exposure to the S&P 500 Index while employing a sophisticated options collar strategy. This strategy involves purchasing out-of-the-money put options representing 5% of the index's value and simultaneously selling out-of-the-money call options representing 10% of the index's value, thereby capping potential gains and losses within a specified range.
XCLR invests at least 80% of its total assets in securities that mirror the composition of the Cboe S&P 500 3-Month Collar 95-110 Index, ensuring alignment with the index's methodology and objectives. The fund's structured approach seeks to mitigate downside risk while potentially enhancing returns compared to traditional equity investments, appealing to investors seeking a balanced approach to market exposure amidst fluctuating market conditions.
Global X, the issuer behind XCLR, is recognized for its innovative ETF solutions tailored to meet diverse investor needs. With a commitment to delivering transparent and efficient investment vehicles, Global X combines rigorous research with strategic insights to develop ETFs that offer unique risk management features and potential for enhanced returns. The firm's comprehensive approach includes continuous monitoring of market dynamics and evolving investor preferences, ensuring XCLR and its other products remain at the forefront of investment innovation.
XCLR's underlying strategy reflects Global X's expertise in leveraging options collars to provide investors with a disciplined approach to managing volatility and optimizing risk-adjusted returns. By harnessing the potential benefits of options strategies within a transparent and regulated framework, Global X aims to empower investors to navigate market uncertainties with confidence. Through XCLR and its broader suite of ETF offerings, Global X continues to redefine investment possibilities, providing investors with access to sophisticated strategies designed to capture opportunities in today's complex global markets.
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