- What are the top holdings of MAXJ?
- iShares Trust - iShares Large Cap Max Buffer Jun ETF holds 6 securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does MAXJ have?
- MAXJ holds 6 positions as reported by the fund's most recent disclosure.
- What sectors does MAXJ invest in?
- iShares Trust - iShares Large Cap Max Buffer Jun ETF (MAXJ) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is MAXJ most exposed to?
- MAXJ's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is MAXJ a US-only fund?
- The country allocation card on this page shows MAXJ's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does MAXJ invest in?
- MAXJ utilizes a defined outcome strategy on the iShares Core S&P 500 ETF (IVV). It aims to provide long exposure to US large-cap stocks, up to an approximate upside limit, while fully hedging downside risk over a one-year period. The fund primarily invests in IVV and options, including FLEX and listed options that reference the underlying ETF. Though the fund typically seeks to hedge against approximately 100% of IVVs losses, this may be reduced to establish a minimum cap of 2%. The upside cap and downside buffer reset every year, at the end of each June. The specific defined outcome pursued may only be possible if an investor were to hold the shares for the entire outcome period. However, there is no guarantee the defined outcome of the strategy pursued will be realized by investors. The issuer publishes effective interim levels daily on its website. The targeted buffers and caps do not include the fund's expense ratio. At the time of launch, the issuer waived a portion of the fee.
