Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF (IGTR)

Overview

The Innovator Gradient Tactical Rotation Strategy ETF (I Gradient ETF) seeks to provide capital appreciation by tactically rotating among different asset classes based on a proprietary gradient methodology. The ETF aims to adapt to changing market conditions by shifting investments across sectors to capture potential opportunities.

Reputation and Reliability

Innovator ETFs is known for its defined outcome ETFs and innovative investment strategies. They have a strong track record in creating and managing niche investment products.

Management Expertise

Innovator ETFs has a dedicated team of portfolio managers and analysts with expertise in quantitative analysis and tactical asset allocation.

Goal

The ETF's primary goal is to achieve capital appreciation by strategically allocating investments across various asset classes based on a proprietary gradient tactical rotation strategy.

Investment Approach and Strategy

Strategy: The ETF uses a proprietary gradient methodology to identify and rotate into asset classes with the highest potential for capital appreciation. The strategy is actively managed and seeks to outperform a passive benchmark.

Composition The ETF's composition varies based on the gradient strategy's signals, but it typically includes a mix of equity sectors, fixed income, and other asset classes.

Market Share: I Gradient ETF holds a niche market share within the tactical allocation ETF space.

Total Net Assets (AUM): 21430000

Key Competitors

• AGFiQ US Market Neutral Anti-Beta ETF (BTAL)
• Cambria Global Tactical ETF (GTAA)
• First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC)

Competitive Landscape

The tactical allocation ETF market is competitive, with various ETFs employing different strategies to achieve capital appreciation. I Gradient ETF differentiates itself through its proprietary gradient methodology. Competitors may have larger AUM or longer track records, while I Gradient ETF offers a unique and potentially more dynamic approach.

Historical Performance: Historical performance data is needed for review.

Benchmark Comparison: Benchmark comparison data is needed for review.

Expense Ratio: 0.79

Average Trading Volume

The ETF's average trading volume is moderate, which might impact the ease of entering and exiting large positions.

Bid-Ask Spread

The bid-ask spread can vary based on market conditions and trading volume, potentially impacting transaction costs.

Market Environment Factors

Economic indicators, sector growth prospects, and overall market volatility significantly influence the ETF's performance as its tactical rotation strategy is sensitive to these factors.

Growth Trajectory

The ETF's growth trajectory depends on the effectiveness of its gradient strategy in navigating market fluctuations and identifying profitable opportunities; changes in the strategy and holdings occur based on the gradient model's signals.

Competitive Edge

I Gradient ETF's competitive edge lies in its proprietary gradient tactical rotation strategy, which aims to dynamically adjust asset allocation based on market conditions. This approach differentiates it from static allocation ETFs. The fund's active management seeks to identify and capitalize on emerging opportunities across different asset classes. Its tactical approach offers the potential for enhanced returns compared to passive investment strategies.

Volatility

The ETF's historical volatility depends on the asset classes it holds and the frequency of its tactical rotations.

Market Risk

The ETF is exposed to market risk, as its performance depends on the performance of the underlying asset classes it invests in, including equity sectors and fixed income.

Ideal Investor Profile

The ideal investor is someone seeking capital appreciation through tactical asset allocation, is comfortable with active management, and understands the risks associated with market volatility.

Market Risk

This ETF may be suitable for active traders or investors seeking to enhance returns through strategic asset allocation, but it may not be ideal for passive index followers.

The Innovator Gradient Tactical Rotation Strategy ETF aims to provide capital appreciation through a proprietary gradient tactical rotation strategy. The ETF actively manages its asset allocation based on market conditions, differentiating it from passive investment strategies. It could be suitable for investors seeking dynamic asset allocation, but it carries market risk and volatility. Investors should consider the ETF's expense ratio and historical performance before investing.

Data Sources:

• Innovator ETFs website
• ETF.com
• Morningstar

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.