Allianz Investment Management LLC serves as the issuer of the JULES Outcome ETF (JULT). As an investment management subsidiary of Allianz Global Investors, Allianz Investment Management specializes in developing innovative exchange-traded funds that seek to provide specific outcomes for investors. JULT offers a buffered strategy aiming to match the share price returns of the SPDR® S&P 500 ETF Trust, utilizing flexible exchange options (FLEX Options) to achieve its investment objectives.
The JULT ETF pursues a buffered strategy aimed at mirroring the share price returns of the SPDR® S&P 500 ETF Trust (the Underlying ETF) over a specified one-year period. This approach involves an upside cap on maximum percentage return and a downside buffer to mitigate the initial 10% of losses. While the fund seeks to provide outcomes aligned with the Underlying ETF's price movement, its returns may be impacted by various factors, including fees, expenses, and market conditions.
The JULT ETF employs a buffered strategy aiming to align with the share price performance of the SPDR® S&P 500 ETF Trust (SPY) over a designated one-year period. Through a combination of FLEX Options referencing the Underlying ETF, JULT seeks to achieve outcomes that match market returns up to a predetermined Cap, while also offering a downside buffer against the first 10% of losses. JULT's approach to tracking involves leveraging customized equity options contracts and is designed to reflect the performance of the S&P 500 Index, though actual results may vary due to factors such as fees, expenses, and market conditions.
The JULT ETF seeks to match the share price returns of the SPDR S&P 500 ETF Trust (SPY) over a specified one-year period, subject to a maximum upside return (Cap) and a downside buffer against the first 10% of losses. While designed to correlate with SPY's performance, variations in fees, expenses, and market conditions can lead to deviations. Investors should consider that the JULT ETF's correlation with SPY might fluctuate due to these factors, potentially impacting the expected outcomes.
The AllianzIM U.S. Large Cap Buffer10 Jul ETF (JULT) is focused on the large-cap sector in the United States. It aims to match the returns of the S&P 500 Price Return Index up to a stated upside cap. The ETF has a diversified sector allocation, including Energy, Financial Services, Healthcare, and Industrials among others. Specifically, sector weightings include Energy at 4.46%, Financial Services at 12.14%, Healthcare at 13.48%, and Industrials at 8.37%. This makes it a multi-sector ETF, providing investors with a broad exposure to various segments of the U.S. large-cap market.
The JULT ETF pursues a buffered strategy that seeks to match the share price returns of the SPDR® S&P 500 ETF Trust (the “Underlying ETF”), subject to an upside maximum percentage return (the “Cap”) and a downside buffer against the first 10% of losses (the “Buffer”). The Fund invests at least 80% of its net assets in instruments with economic characteristics similar to U.S. large cap equity securities, intending to invest substantially all of its assets in FLexible EXchange Options (“FLEX Options”) that reference the Underlying ETF. Despite the intended Buffer, the exposure of the fund includes the risk of losing the entire investment, and the outcomes are designed to be realized only on the final day of the Outcome Period, making it suitable for investors willing to bear the risk.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.
6 min readUnlocking ETFs: Discovering the DRN and JULT ETFs. Explore the world of Exchange-Traded Funds (ETFs) and delve into the features and potential benefits of the DRN and JULT ETFs, two promising investment opportunities in today's market.
3 min readCompare the LQD and JNK ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies to see how they stack up against each other. Whether you're a seasoned investor or just getting started, our comparison provides valuable insights to guide your investment decisions.
7 min readThe ETF with Cisco Systems Inc. and Costco Wholesale Corp. Exposure (Nasdaq) exposure provides investors with an opportunity to diversify their portfolio while gaining insight into the performance and potential of Cisco Systems Inc. and Costco Wholesale Corp. Exposure (Nasdaq). This ETF offers a comprehensive view of the company's standing in the market, its historical performance, and future prospects.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
