MPLBEX

About MPLBEX

The m+ Buffer 20 Fund, Series 1-37 is a mutual fund designed to offer investors a defined level of downside protection while allowing participation in the potential upside of equity market benchmarks. Its primary function is to provide a "buffer" against losses, typically absorbing a predetermined percentage of downside risk over a set investment period, while still seeking to capture gains up to a cap or limit. The fund achieves this by linking its returns to the performance of the SPDR® S&P 500® ETF Trust, providing exposure to a broad cross-section of major U.S. equities. Notable features include a structured buffer mechanism that, for this series, has been recently reported as approximately 16.22% for standard accounts, meaning losses up to this amount are mitigated by the fund, while fee-based accounts may receive a slightly higher buffer. This structure appeals to investors seeking a balance between risk management and market participation, especially in volatile environments. The fund’s role in the financial market is to serve as a risk-mitigating tool within diversified portfolios, particularly for those who want to maintain some equity exposure with reduced downside risk. Performance metrics such as beta, Sharpe ratio, and trailing returns indicate its responsiveness to market movements and risk-adjusted performance over time.