AllianzIM U.S. Large Cap Buffer10 Apr ETF (APRT)

Overview

The AllianzIM U.S. Large Cap Buffer10 Apr ETF (NYSEARCA: APRT) seeks to provide investors with capped exposure to the S&P 500 Total Return Index, while buffering investors against the first 10% of losses over a one-year period. It utilizes flexible exchange options to pursue its investment strategy.

Reputation and Reliability

Allianz Investment Management LLC is a global investment management firm with a strong reputation and long track record.

Management Expertise

AllianzIM has a team of experienced portfolio managers and investment professionals managing the ETF.

Goal

The fund seeks to provide returns that match the S&P 500 Total Return Index up to a specified cap, while providing a buffer against the first 10% of potential losses over a one-year period.

Investment Approach and Strategy

Strategy: The ETF employs a defined outcome strategy, using flexible exchange options to limit potential losses and cap potential gains.

Composition The ETF primarily holds flexible exchange options to achieve its buffered and capped exposure to the S&P 500.

Market Share: Data is not readily available to determine APRT's precise market share.

Total Net Assets (AUM): 88251242

Key Competitors

• Innovator U.S. Equity Buffer ETF (BJUL)
• Invesco S&P 500 Buffer Protect ETF (PAPR)
• First Trust Cboe Vest U.S. Equity Buffer ETF - April (FAPR)

Competitive Landscape

The competitive landscape is made up of other defined outcome ETFs that aim to protect from downside risk while providing upside potential. APRT competes based on its buffer percentage, cap rate, underlying index, and issuer reputation. APRT's advantage lies in its flexible exchange option strategy and AllianzIM's expertise, while its disadvantage is the capped upside, and the need for investors to understand defined outcome strategies.

Historical Performance: Historical performance data needs to be gathered from financial sources to review the ETFu2019s performance over different time periods to understand its track record.

Benchmark Comparison: The ETFu2019s performance is compared to the S&P 500 Total Return Index, with adjustments for the buffer and cap.

Expense Ratio: 0.74

Average Trading Volume

APRT has an average trading volume that reflects moderate liquidity, which can fluctuate based on market conditions.

Bid-Ask Spread

The bid-ask spread for APRT is typically competitive, but may widen during periods of market volatility.

Market Environment Factors

APRT's performance is influenced by factors affecting the S&P 500, including economic growth, interest rates, inflation, and geopolitical events.

Growth Trajectory

APRT's growth trajectory is dependent on investor demand for defined outcome products and the ETF's ability to provide its stated buffer and capped upside.

Competitive Edge

APRT's competitive advantage stems from its defined outcome strategy, offering a buffered downside with capped upside, providing investors with a level of risk management. The fund is suitable for investors seeking downside protection and a predictable range of returns. AllianzIM's reputation also enhances the fund's appeal. The flexible exchange strategy contributes to the funds' ability to maintain the defined buffer and cap.

Volatility

APRTu2019s volatility is expected to be lower than the S&P 500 due to the buffer, but it will still experience market fluctuations.

Market Risk

APRT is subject to market risk because the performance of the underlying flexible exchange options is tied to the performance of the S&P 500.

Ideal Investor Profile

APRT is suitable for investors who seek downside protection and are comfortable with capped upside potential. It's ideal for risk-averse investors looking to participate in market gains while limiting losses.

Market Risk

APRT is best for long-term investors who are seeking a defined level of risk management in their portfolio.

The AllianzIM U.S. Large Cap Buffer10 Apr ETF aims to provide capped exposure to the S&P 500 while protecting against the first 10% of losses over a one-year period. The fund utilizes flexible exchange options to pursue its strategy, making it suitable for risk-averse investors who want to participate in market gains with limited downside risk. The ETF's performance is dependent on the underlying index and the effectiveness of its buffering strategy. However, it is important to understand the defined outcome strategy to ensure it aligns with the investor's objectives.

Data Sources:

• AllianzIM
• NYSEARCA
• SEC Filings
• Morningstar

Disclaimers:

The data provided is for informational purposes only and should not be considered financial advice. Investors should consult with a financial advisor before making investment decisions. Market share data may not be readily available or precise.