UFEB

📎 Investment Objective

The Innovator U.S. Equity Ultra Buffer ETF - February (UFEB) seeks to provide investors with returns that match those of the S&P 500 Index, up to a predetermined cap, while providing a buffer against the first 10-15% of losses over an outcome period of approximately one year.

✨ Key Features

• Seeks to match the S&P 500 Index returns up to a cap, while providing a 10-15% buffer against losses
• Resets annually in February, establishing a new one-year outcome period
• Utilizes FLEX Options to implement its targeted outcome strategy
• Expense ratio of 0.00%

⚠️ Primary Risks

• Market risk: The fund's returns are tied to the performance of the S&P 500 Index, and it will be subject to the same market fluctuations
• Capped upside potential: The fund's returns are capped at a predetermined level, limiting its ability to fully participate in strong market rallies
• Outcome period risk: The fund's defined outcome parameters only apply at the end of the specified one-year outcome period
• Liquidity risk: As a newer fund, UFEB may have lower trading volume and liquidity compared to more established ETFs

👤 Best For

UFEB may be suitable for investors seeking equity market exposure with a defined level of downside protection. It could be particularly appealing to those with a moderate risk tolerance who want to limit their potential losses while still participating in some of the market's upside.