iShares Trust - iShares Large Cap Max Buffer Jun ETF (MAXJ) Dividend Yield, History & Forecast

iShares Trust - iShares Large Cap Max Buffer Jun ETF (MAXJ) is an exchange-traded fund (ETF) listed on the Chicago Board Options Exchange. market capitalization is approximately $163M.

MAXJ fund composition

MAXJ holds 6 positions, with 99.6% of assets in its ten largest. It charges an expense ratio of 0.53%, and manages $164.9M.

Top 10 holdings

HoldingWeight
IVVISHARES CORE S&P ETF TRUST99.57%

Sector allocation

Technology38.5%Financial Services12.1%Communication Services9.6%Consumer Cyclical9.3%Healthcare9.3%Industrials7.8%Consumer Defensive4.5%Energy3.4%Other5.5%

Frequently Asked Questions about iShares Trust - iShares Large Cap Max Buffer Jun ETF (MAXJ)

What does iShares Trust - iShares Large Cap Max Buffer Jun ETF 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...