TRIOMC Trio Equity Buffered ETF
Seeks to achieve capital appreciation with limited downside protection.
By McCarthy & Cox Retirement & Estate Specialists, LLC · Launched 2025
0.70%
#3,529 of 5,562 · average
$119M
#2,773 of 5,562 · mid-size
+4.3%
1 year
#4,223 of 5,562 · young
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 106.5% 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
Where to buy
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to achieve capital appreciation with limited downside protection.
- Strategy
- Actively managed ETF investing in options contracts for U.S. large-cap, small-cap, and international equities. Aims to buffer against predetermined losses (e.g., 10%) while providing exposure to these markets.
- Inception date
- March 5, 2025
- Fund family
- McCarthy & Cox Retirement & Estate Specialists, LLC
Similar ETFs
Closest matches by profileOur take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
Buffer ETF — downside protection at a cost
Defined-outcome funds cap upside (typically 8–20%) in exchange for partial downside protection (9–30%), priced via options. Fees are materially higher than the underlying index (often 0.70%+ vs 0.03–0.10%). For most pre-retirees, a simple stock/bond mix achieves similar downside behaviour at a fraction of the cost.
Source: Morningstar, 'Defined-Outcome ETFs: Useful or Uneconomic?' (2023)
Why we flagged this: strategy=structured_outcome + structured_outcome_strategy
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 2026-06-19