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Allianzim U.S. Large Cap Buffer10 Mar ETF (MART)
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Upturn Advisory Summary
04/01/2025: MART (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 11.77% | Avg. Invested days 61 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 8579 | Beta - | 52 Weeks Range 29.39 - 34.83 | Updated Date 04/1/2025 |
52 Weeks Range 29.39 - 34.83 | Updated Date 04/1/2025 |
Upturn AI SWOT
Allianzim U.S. Large Cap Buffer10 Mar ETF
ETF Overview
Overview
The AllianzIM U.S. Large Cap Buffer10 Mar ETF seeks to provide investment results that correspond to the price return of the S&P 500, up to a predetermined upside cap, while providing a buffer against the first 10% of losses over a one-year period, beginning in March.
Reputation and Reliability
Allianz Investment Management LLC is a well-known asset manager with a strong reputation.
Management Expertise
Allianz has a team of experienced investment professionals managing its ETF products.
Investment Objective
Goal
To provide buffered exposure to the S&P 500, limiting losses to the first 10% while participating in potential upside gains up to a cap.
Investment Approach and Strategy
Strategy: The ETF employs a defined outcome strategy utilizing options to provide a buffer against losses and capped upside potential.
Composition The ETF's composition primarily consists of FLEX Options referencing the S&P 500 Index.
Market Position
Market Share: The market share is relatively small compared to broad market ETFs.
Total Net Assets (AUM): 182800000
Competitors
Key Competitors
- Innovator U.S. Equity Buffer ETF (BJUL)
- First Trust Cboe Vest U.S. Equity Buffer ETF - July (JULY)
- Simplify US Equity PLUS Downside Convexity ETF (SPYC)
Competitive Landscape
The competitive landscape includes ETFs offering similar defined outcome strategies with varying buffer levels, upside caps, and maturity dates. AZAA offers a specific buffer against the first 10% of losses but the cap and period may be different. Competitors may have lower expense ratios or different buffer structures.
Financial Performance
Historical Performance: Historical performance will vary depending on the S&P 500's performance and the ETF's defined outcome parameters. Returns will be capped.
Benchmark Comparison: The ETF's performance will differ from the S&P 500 due to the buffered downside and capped upside.
Expense Ratio: 0.77
Liquidity
Average Trading Volume
The average trading volume is moderate, which may affect execution costs for large trades.
Bid-Ask Spread
The bid-ask spread can fluctuate depending on market conditions and trading volume.
Market Dynamics
Market Environment Factors
Market dynamics are driven by the performance of the S&P 500, investor sentiment, and interest rate conditions affecting option prices.
Growth Trajectory
The ETF's growth trajectory depends on investor demand for defined outcome strategies and market volatility.
Moat and Competitive Advantages
Competitive Edge
The ETF's competitive advantage lies in its defined outcome strategy that seeks to provide downside protection with capped upside potential. It allows investors to participate in market gains while limiting potential losses, appealing to risk-averse investors. Allianz's reputation and expertise in options strategies also enhance its appeal. However, the capped upside is a trade-off that investors must consider, and the expense ratio can be a disadvantage compared to non-buffered ETFs.
Risk Analysis
Volatility
The ETF is expected to have lower volatility than the S&P 500 due to the downside buffer.
Market Risk
The ETF is exposed to market risk through its underlying exposure to the S&P 500 index and option strategies.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeks downside protection, and is willing to forgo some upside potential.
Market Risk
This ETF is suitable for long-term investors or those seeking to manage downside risk in their portfolios.
Summary
The AllianzIM U.S. Large Cap Buffer10 Mar ETF offers a defined outcome strategy providing a buffer against the first 10% of market losses while capping potential upside. It is suitable for risk-averse investors seeking to limit downside risk while still participating in market gains. The ETF uses options to achieve its objective. The expense ratio should be considered when evaluating its overall suitability, as it can impact net returns. It is vital to understand the trade-off between downside protection and capped upside before investing in this ETF.
Similar Companies
SPYC
Simplify US Equity PLUS Convexity ETF
SPYC
Simplify US Equity PLUS Convexity ETF
Sources and Disclaimers
Data Sources:
- Allianz Global Investors Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are 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.
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 Buffer10 Mar ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund invests at least 80% of its net assets in instruments with economic characteristics similar to U.S. large cap equity securities. FLEX Options are customized equity or index options contracts that trade on an exchange, but provide investors with the ability to customize key contract terms like exercise prices, styles and expiration dates. It is non-diversified.
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