ACEI

📎 Investment Objective

The Innovator Equity Autocallable Income Strategy ETF (ACEI) seeks to provide investors with a potential source of income and capital appreciation through an actively managed portfolio of equity securities.

✨ Key Features

• Actively managed portfolio of U.S. equities, primarily in the consumer discretionary sector
• Generates income through dividends and option premiums from writing covered call options
• Potential for capital appreciation through equity exposure
• Relatively low expense ratio of 0.00%

⚠️ Primary Risks

• Equity market risk: The fund's performance is subject to the overall performance of the U.S. equity market and the consumer discretionary sector
• Option writing risk: The use of covered call options may limit the fund's upside potential if the underlying equities experience significant price appreciation
• Concentration risk: The fund's focus on the consumer discretionary sector may result in higher volatility compared to a more diversified portfolio
• Lack of performance history: As a new fund, ACEI does not have a long-term track record to evaluate its performance and risk profile

👤 Best For

ACEI may be suitable for investors seeking a combination of income and capital appreciation, with a focus on the consumer discretionary sector. Investors should have a moderate risk tolerance and a medium-term investment horizon to allow the fund's strategy to potentially generate returns.