QXQ is an actively managed fund that aims for capital appreciation and current income through an actively managed portfolio of Nasdaq-100 stocks and an options writing strategy. The fund invests in equity securities, options, or ETFs that seek to replicate the Nasdaq-100 Index. The equity investments may include common and preferred stocks, warrants, convertible securities, futures, forwards, and options. The fund targets an enhanced yield compared to traditional option-based strategies by selling short-term options, which typically generate more income than longer-term options over the same period. Using exposure to the value of the S&P 500 Index or other broad benchmark indices, the put-and-call options strategy selects deep out-of-the-money strike prices expiring within 1-7 days. As such, this may limit participation in potential gains if shares increase in value. The fund may hold short-term US Treasurys as collateral and engage in securities lending.

ประเภทสินทรัพย์

ตราสารหนี้

ผู้ออกกองทุน

Summit Global Investments

ประเทศที่จดทะเบียน

US

วันที่จัดตั้ง

28 พ.ค. 2567

ISIN

US74933W2391