15-May-2025 12:08 PM CST - Benzinga New Innovator ETF Targets Rolling Downside Protection With Up To 50% Equity Upside Innovator Capital Management provides investors with a Kevlar vest-like ETF, BFRZ, that offers 100% downside protection and some upside potential. With low fees, BFRZ seeks to deliver returns and resilience in volatile markets.
11-Dec-2024 5:09 PM CST - Morningstar Fidelity Advisor Strategic Div & Inc A The fund aims to deliver higher income than the S&P 500 with lower volatility through a unique neutral allocation: 50% dividend-yielding equities, 20% preferred stocks, 15% REITs, and 15% ...
11-Dec-2024 3:59 PM CST - Morningstar Defined Outcome ETF Primer Recent market volatility has increased demand for defined outcome ETFs, also known as target outcome ETFs, which offer downside protection in exchange for capped upside potential. These funds have ...
28-Oct-2024 5:16 PM CST - Morningstar Eventide Gilead I ETILX This fund features an impressive manager but a strategy that leads to volatility. The firm's version of value-based investing involves a combination of faith-based and secular criteria that ...
15-May-2025 12:08 PM CST - Benzinga New Innovator ETF Targets Rolling Downside Protection With Up To 50% Equity Upside Innovator Capital Management provides investors with a Kevlar vest-like ETF, BFRZ, that offers 100% downside protection and some upside potential. With low fees, BFRZ seeks to deliver returns and resilience in volatile markets.
11-Dec-2024 5:09 PM CST - Morningstar Fidelity Advisor Strategic Div & Inc A The fund aims to deliver higher income than the S&P 500 with lower volatility through a unique neutral allocation: 50% dividend-yielding equities, 20% preferred stocks, 15% REITs, and 15% ...
11-Dec-2024 3:59 PM CST - Morningstar Defined Outcome ETF Primer Recent market volatility has increased demand for defined outcome ETFs, also known as target outcome ETFs, which offer downside protection in exchange for capped upside potential. These funds have ...
28-Oct-2024 5:16 PM CST - Morningstar Eventide Gilead I ETILX This fund features an impressive manager but a strategy that leads to volatility. The firm's version of value-based investing involves a combination of faith-based and secular criteria that ...