BUFMAB Moderate Buffer ETF
Seeks moderate capital appreciation with downside protection against market declines.
By AllianceBernstein · Launched 2024
0.69%
#3,610 of 5,861 · average
$440M
#1,699 of 5,861 · large
+9.5%
1 year
#3,899 of 5,861 · seasoned
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 5 holdings = 100.0% of fundconcentrated
Asset allocation
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsYear-on-year price swings
Worst peak-to-trough loss
Needs 3+ years of history
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks moderate capital appreciation with downside protection against market declines.
- Strategy
- Actively-managed ETF investing primarily in exchange-traded options on an underlying ETF to achieve capital appreciation while providing downside protection. The strategy includes a Hedge Period Cap of 4-5% and a Hedge Period Buffer against declines up to 10% in the underlying ETF's share price.
- Inception date
- December 9, 2024
- Fund family
- AllianceBernstein
Similar funds
Same asset class, closest by strategy & exposureOur take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
You can build this cheaper yourself
Defined-outcome funds cap your gains (often 8% to 20%) in exchange for cushioning losses by 9% to 30%, priced with options. The fee runs about 0.70% or more, against 0.03% to 0.10% for a plain index fund. For most investors, a simple stock-and-bond mix gives similar protection for far less.
Sources: Morningstar, 'Buffer Funds Are on the Rise, but They May Not Make Sense for Most Investors' (2025)
Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More
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Data updated on 2026-08-04