Innovator IBD 50 ETF (3IV1)

Overview

The fund described is a financial investment vehicle that primarily focuses on allocating its resources into the securities that are part of the IBD® 50 Index. This index is distinctive due to its origins; it is a product of Investor's Business Daily® (IBD), a reputable publication known for its comprehensive market analysis and investment insights. The IBD® 50 Index, in particular, is formulated through a rigorous, rules-based, algorithm-driven process designed to pinpoint the top 50 growth stocks at any given time. Through its commitment to invest at least 80% of its net assets, including funds obtained through investment borrowings, into the securities making up this index, the fund aims to mirror the performance of some of the most dynamic companies identified by IBD's specialized criteria.

Products and Services

• IBD® 50 Index Investment

The cornerstone of the fund's investment strategy is the acquisition of securities that form the IBD® 50 Index. This product involves a dynamic approach to equity investment, emphasizing stocks that exhibit strong growth characteristics. By channeling a major portion of its assets into these securities, the fund aims to offer investors exposure to top-performing growth stocks, as identified by IBD's proprietary analysis methods.

• Investment Borrowing Strategy

As part of its investment methodology, the fund employs a strategy that includes the use of borrowed funds to increase the volume of its investments in the IBD® 50 Index securities. This leveraged approach is designed to amplify the investment's exposure to the index's performance, potentially enhancing the returns for investors but also increasing the risk profile of the investment.