Ondo US 500 Capital Shielded Portfolio

SPYSHIELDON

SPYSHIELDon: The Ondo US 500 Capital Shielded Portfolio (SPYSHIELDon) seeks to protect principal while participating in the upside of the S&P 500. It holds a ladder of 12 ETFs, each designed to buffer 100% of the S&P 500's downside (via SPY) over a one-year outcome period, in exchange for capped upside. The goal is a smoother return path than the S&P 500, providing an alternative to traditional fixed income. It’s built by Ondo and rebalanced quarterly back to its target weights. Additional restrictions apply. Learn more at ondo.finance/intelligent-portfolios.