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Upturn AI SWOT - About
AllianzIM U.S. Large Cap Buffer20 Jul ETF (AZBL)
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Upturn Advisory Summary
08/13/2025: AZBL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 12.98% | Avg. Invested days 63 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/13/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 32.42 - 37.11 | Updated Date 06/30/2025 |
52 Weeks Range 32.42 - 37.11 | Updated Date 06/30/2025 |
Upturn AI SWOT
AllianzIM U.S. Large Cap Buffer20 Jul ETF
ETF Overview
Overview
The AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA: JULZ) seeks to provide investors with buffered exposure to the S&P 500 Total Return Index, limiting downside risk while participating in potential gains, up to a cap, over a one-year period. It uses a flexible options strategy to achieve its investment objective.
Reputation and Reliability
Allianz Investment Management is a well-known asset manager with a long history in the financial industry.
Management Expertise
Allianz Investment Management has a team of experienced professionals specializing in options-based strategies and risk management.
Investment Objective
Goal
To provide investors with downside protection against market declines, up to a defined buffer, while allowing participation in market upside, up to a cap.
Investment Approach and Strategy
Strategy: The ETF employs a 'buffered' strategy using options to provide a specific level of downside protection (buffer) and upside participation (cap) over a defined period.
Composition The ETF's composition includes FLEX Options referencing the S&P 500 Total Return Index. It does not directly hold stocks.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 106500000
Competitors
Key Competitors
- Innovator U.S. Equity Buffer ETF (BJUL)
- FT Cboe Vest U.S. Equity Deep Buffer ETF (JULB)
- Simplify US Equity PLUS Downside Convexity ETF (SPD)
- Pacer Swan SOS ETF (JULY)
Competitive Landscape
The competitive landscape consists of other buffered ETFs seeking to provide downside protection with varying levels of buffers and caps. JULZ's advantage lies in Allianz's expertise in options and risk management, while disadvantages could include potentially higher expense ratios compared to passively managed index funds.
Financial Performance
Historical Performance: Historical financial performance data unavailable.
Benchmark Comparison: Benchmark comparison data unavailable.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
The average trading volume indicates moderate liquidity, generally adequate for typical investors.
Bid-Ask Spread
The bid-ask spread is typically small, which means that trading costs are relatively low.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and overall market volatility significantly impact the ETF's performance, influencing the value of the options used to create the buffer and cap.
Growth Trajectory
The growth trajectory depends on investor demand for downside protection and capped upside. Changes to the options strategy and holdings are periodic, based on the contract maturity dates and market conditions.
Moat and Competitive Advantages
Competitive Edge
AllianzIM's competitive edge lies in their expertise in structured investment solutions, specifically options trading. The fund offers a defined level of downside protection and upside potential, appealing to investors seeking a balance between risk and reward. The fund's approach to managing risk and delivering consistent returns differentiates it from competitors.
Risk Analysis
Volatility
Volatility is moderate given the buffered nature of the ETF, as the downside is limited by the defined buffer.
Market Risk
The ETF is subject to market risk related to the S&P 500 index. The defined cap limits participation in substantial market upside.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeking downside protection with limited upside potential, and understands options strategies.
Market Risk
This ETF is suitable for long-term investors who prioritize capital preservation and are willing to forgo some upside potential in exchange for downside protection.
Summary
The AllianzIM U.S. Large Cap Buffer20 Jul ETF offers a unique investment strategy that provides downside protection and participation in market upside up to a cap. Its use of options creates a buffered exposure to the S&P 500, which may appeal to risk-averse investors. The fund's performance is subject to market volatility and the effectiveness of its options strategy. Its expense ratio should be considered, especially when comparing it to other options for buffered equity exposure. Overall, it provides a potentially valuable tool for managing risk within a diversified portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Allianz Investment Management
- SEC Filings
- Morningstar
- ETF.com
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Data is believed to be accurate as of the latest available information.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About AllianzIM U.S. Large Cap Buffer20 Jul ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The S&P 500 Price Index is a large-cap, market-weighted, U.S. equities index that tracks the price (excluding dividends) of the leading companies that reflect the industries of the U.S. economy and is often considered a proxy for the stock market in general. The fund seeks to achieve its objective by buying and selling call and put FLEX Options that reference the S&P 500 Price Index. It is non-diversified.
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