Amundi MSCI USA UCITS ETF (AMZD) is managed and issued by Amundi, a global leader in asset management. Amundi, established in 2010, is known for its extensive expertise and diverse range of investment solutions. AMZD is designed to track the MSCI USA Index, providing investors with exposure to a comprehensive basket of U.S. equities across various sectors. As the issuer of AMZD, Amundi's commitment to innovation and delivering value to investors enhances the appeal of this ETF within the competitive landscape of exchange-traded funds.
While the AMZD ETF primarily focuses on providing inverse or short leveraged exposure to Amazon.com, Inc. (AMZN), it does not offer traditional dividends like income-focused ETFs. Instead, the fund's investment objective is to achieve daily inverse exposure to AMZN's performance, aiming to deliver the opposite of AMZN's daily returns. This strategy does not involve regular dividend distributions. Investors should be aware that the fund's performance is tied to AMZN's daily price movements and may not provide dividend income or follow traditional dividend policies. It is essential to consider the fund's daily rebalancing and the compounding effects, which may result in different returns compared to the underlying security over longer periods.
The Alternative Sources AMZD ETF primarily aims to provide inverse (opposite) or short leveraged exposure to Amazon.com, Inc. (AMZN). Under normal circumstances, the fund invests in financial instruments, including swap agreements and options, to achieve at least 80% inverse exposure to AMZN's performance. It enters into swap agreements with major financial institutions to exchange the daily return of the Fund's investment in AMZN, aiming for -100% of the Fund's net assets. The ETF's strategy involves daily rebalancing to maintain this exposure, which can result in high portfolio turnover. As a result, AMZD can deviate from -100% of the underlying security's return over longer periods, potentially leading to losses for investors if AMZN's performance remains flat or decreases over time. It is essential for investors to be aware of the daily rebalancing and compounding effects when considering AMZD as a short leveraged option for AMZN exposure.
The correlation aspect of the Amplify ETF Trust (AMZD) is particularly intriguing due to its unique approach. AMZD seeks to provide inverse (opposite) or short leveraged exposure to Amazon.com, Inc. (AMZN), making its correlation with AMZN a critical factor. Given its daily rebalancing strategy to maintain -100% short exposure to AMZN, the correlation between AMZD and AMZN is expected to be inversely strong. Investors interested in betting against AMZN or managing their portfolio risk can find valuable insights in AMZD's correlation data. For a comprehensive analysis of AMZD's correlation dynamics and its impact on portfolio management, ETF Insider's web app offers a powerful tool with simple visualization capabilities to help investors make informed decisions and identify overlapping opportunities within the US ETF universe.
The AMZN Sector ETF (AMZD) primarily focuses on the consumer discretionary sector. This ETF provides investors with exposure to Amazon.com, Inc. (AMZN), a leading retail company operating globally in North America and internationally. As of December 31, 2022, Amazon.com, Inc. is categorized within the consumer discretionary sector and the catalog/specialty distribution industry. AMZD aims to deliver results that correspond to the performance of AMZN by employing various financial instruments, including swap agreements and options, to achieve 1X inverse (opposite) or short leveraged exposure to the stock. Investors in this sector-specific ETF should be aware of the potential risks associated with daily rebalancing and compounding, which can lead to performance outcomes that differ from the underlying security's performance over longer periods.
The exposure characteristic of the AMZD ETF (notional name for illustration purposes) reflects its investment objective, which is to provide 1X inverse or short leveraged exposure to Amazon.com, Inc. (AMZN). This ETF aims to achieve its exposure by using financial instruments such as swap agreements and options. As a result, the ETF will have a concentrated exposure to the industry to which AMZN is assigned, namely the consumer discretionary sector and the catalog/specialty distribution industry. The fund''s strategy involves daily rebalancing to maintain its inverse exposure to AMZN, which can result in high portfolio turnover.
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