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Upturn AI SWOT - About
Allianzim U.S. Large Cap Buffer20 Mar ETF (MARW)
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Upturn Advisory Summary
04/01/2025: MARW (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
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 9.51% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 45791 | Beta - | 52 Weeks Range 28.01 - 31.89 | Updated Date 04/1/2025 |
52 Weeks Range 28.01 - 31.89 | Updated Date 04/1/2025 |
Upturn AI SWOT
Allianzim U.S. Large Cap Buffer20 Mar ETF
ETF Overview
Overview
The AllianzIM U.S. Large Cap Buffer20 March ETF (AZAM) seeks to provide investors with returns that match the S&P 500 TR USD Index, up to a predetermined buffer of 20%, over a one-year period, while providing downside risk mitigation.
Reputation and Reliability
Allianz Investment Management LLC is a well-established asset manager with a global presence. They are considered reliable and reputable.
Management Expertise
Allianz Investment Management has a team of experienced portfolio managers and investment professionals with expertise in structured investment products.
Investment Objective
Goal
To provide capped exposure to the S&P 500 Total Return Index while buffering against the first 20% of losses over a one-year period.
Investment Approach and Strategy
Strategy: The ETF employs a defined outcome strategy using FLEX options to achieve its buffered return profile.
Composition The ETF primarily holds FLEX Options on the S&P 500 Index.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 112859987.75
Competitors
Key Competitors
- Innovator Defined Outcome US Equity ETF (BUFS)
- Innovator S&P 500 Buffer ETF (BJAN)
- First Trust Cboe Vest U.S. Equity Buffer ETF - January (FJAN)
Competitive Landscape
The defined outcome ETF market is becoming increasingly crowded. AZAM competes with several other ETFs offering similar buffered exposure to the S&P 500, but with different buffer levels and maturity dates. AZAM's advantages might include Allianz's reputation, but disadvantages could be lower AUM and brand recognition compared to competitors like Innovator.
Financial Performance
Historical Performance: Historical performance data is available in the ETF's factsheet and varies year to year. Refer to current prospectuss.
Benchmark Comparison: The ETF aims to match the performance of the S&P 500 TR USD Index up to a cap, while providing a 20% buffer against losses. Performance is compared against S&P 500 TR USD Index's unbuffered results.
Expense Ratio: 0.74
Liquidity
Average Trading Volume
The average trading volume of AZAM suggests reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for AZAM fluctuates based on market conditions and can impact trading costs.
Market Dynamics
Market Environment Factors
AZAM's performance is affected by overall market conditions, particularly the performance of the S&P 500. Interest rate changes, economic growth, and geopolitical events can influence its returns.
Growth Trajectory
The growth trajectory of AZAM depends on investor demand for defined outcome ETFs and the ETF's ability to attract assets. Changes in strategy or holdings may occur to maintain the target outcome.
Moat and Competitive Advantages
Competitive Edge
AZAM's competitive advantage lies in its defined outcome strategy, offering investors a capped upside with downside protection. The ETF offers a specific 20% buffer against losses in the S&P 500, appealing to risk-averse investors. Furthermore, being part of Allianz Investment Management brings a level of credibility and resources that may attract investors. Its use of FLEX options allows for precise control over the buffer and cap.
Risk Analysis
Volatility
AZAM's volatility is lower than the S&P 500 due to the buffer, but it also has capped upside. This is a structured risk that needs to be considered.
Market Risk
The primary market risk is the performance of the S&P 500. The ETF is also subject to risks associated with options trading.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeking some participation in the S&P 500's gains while limiting downside risk. This ETF suits those nearing retirement or those with a low risk tolerance.
Market Risk
AZAM is suitable for long-term investors seeking defined outcome strategies or those aiming for income generation and capital preservation.
Summary
The AllianzIM U.S. Large Cap Buffer20 March ETF (AZAM) offers a defined outcome strategy with a 20% downside buffer. It is best suited for risk-averse investors seeking limited exposure to the S&P 500. AZAM's performance is capped but provides a level of protection against market downturns. Its relatively low AUM suggests a smaller market share compared to competitors. Investors should carefully consider the expense ratio and potential limitations of capped upside return before investing.
Similar Companies
Sources and Disclaimers
Data Sources:
- AllianzIM Website
- ETF.com
- Morningstar
- SEC Filings
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Consult with a qualified financial advisor before making any investment decisions. Market data is dynamic and may change.
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 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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