Key stats
About Madison ETFs Trust Madison Covered Call ETF
Expense ratio
0.90%
Home page
Inception date
Aug 21, 2023
CVRD aims to achieve steady returns and high income by focusing on dividend-paying US equity securities of large- and mid-cap companies. These firms are characterized by their financial strength and reasonable pricing based on long-term earnings growth. Additionally, the fund utilizes a strategy of selling, or writing, in-the-money covered call and put options on a sizeable segment of its portfolio. This serves as a partial buffer to mitigate the negative impacts of price declines. CVRD follows the Advisers Participate and Protect philosophy, which seeks to optimize investor exposure, providing some participation during bullish markets while limiting downside in bearish ones. However, it is important to note that while this conservative strategy aims to mitigate risk, it does not guarantee specific outcomes or complete risk elimination.
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Health Technology
Finance
Stock breakdown by region