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Text Content

Our ETFs

All ETFsKurv Yield Premium Strategy
Amazon (AMZP)
Apple (AAPY)
Google (GOOP)
Microsoft (MSFY)
Netflix (NFLP)
Tesla (TSLP)
Resources

Investor InsightsKurvature Perspective - AdvisorsFAQs
AboutContact UsHow to Invest


Contact UsHow to Invest


IS IT TIME TO KURV YOUR INVESTMENT PORTFOLIO?

KURV OVERVIEW


Discover what total return means and its function in an enhanced income
strategy.

Consumer Discretionary


TSLP

Kurv Yield Premium Strategy Tesla (TSLA) ETF
Distribution
Rate
30-Day SEC
Yield
Unsubsidized
30-Day SEC Yield
26.05%
4.65%
4.49%
Learn more about the fund

Communications


NFLP

Kurv Yield Premium Strategy Netflix (NFLX) ETF
Distribution
Rate
30-Day SEC
Yield
Unsubsidized
30-Day SEC Yield
17.35%
4.63%
4.47%
Learn more about the fund

Technology


MSFY

Kurv Yield Premium Strategy Microsoft (MSFT) ETF
Distribution
Rate
30-Day SEC
Yield
Unsubsidized
30-Day SEC Yield
11.81%
4.50%
4.34%
Learn more about the fund

Technology


GOOP

Kurv Yield Premium Strategy Google (GOOGL) ETF
Distribution
Rate
30-Day SEC
Yield
Unsubsidized
30-Day SEC Yield
12.75%
3.81%
3.66%
Learn more about the fund

Consumer Discretionary


AMZP

Kurv Yield Premium Strategy Amazon (AMZN) ETF
Distribution
Rate
30-Day SEC
Yield
Unsubsidized
30-Day SEC Yield
12.43%
4.48%
4.32%
Learn more about the fund

Technology


AAPY

Kurv Yield Premium Strategy Apple (AAPL) ETF
Distribution
Rate
30-Day SEC
Yield
Unsubsidized
30-Day SEC Yield
11.36%
4.00%
3.84%
Learn more about the fund






MORE CHOICES MEANS MORE OPPORTUNITY.

PRESS RELEASE

October 31, 2023



KURV OVERVIEW




INTRODUCING KURV YIELD YIELD PREMIUM STRATEGY ETFS




YIELD PREMIUM STRATEGY IS DESIGNED TO GIVE INVESTORS MORE AND BETTER WAYS TO
GENERATE INCOME

Kurv’s ETF structure seeks to generate current income through writing call
options. The Strategy works to strike a balance between optimizing option
premium harvesting while retaining some upside capital appreciation in an
accessible and convenient ETF form.
AMZP
Kurv Yield Premium Strategy Amazon (AMZN) ETF
AAPY
Kurv Yield Premium Strategy Apple (AAPL) ETF
GOOP
Kurv Yield Premium Strategy Google (GOOGL) ETF
TSLP
Kurv Yield Premium Strategy Tesla (TSLA) ETF
NFLP
Kurv Yield Premium Strategy Netflix (NFLX) ETF
MSFY
Kurv Yield Premium Strategy Microsoft (MSFT) ETF
View all ETFs

IMPORTANT RISK INFORMATION

The Fund is a unique investment product that may not be suitable for all
investors. An investor should consider investing in the Fund if it, among other
reasons, fully understands the risks inherent in an investment in the Fund’s
Shares. There is no guarantee that the Fund, in the future will provide the
opportunity for upside participation to the price exposure of underlying. There
may be limits on upside participation to the price exposure of underlying under
certain market conditions. There is no guarantee that the Fund’s investment
strategy will be properly implemented, and an investor may lose some or all of
its investment. In addition, an investor may lose its investment even if the
strategy is properly implemented.

‍Single Issuer Risk. Issuer-specific attributes may cause an investment in the
fund to be more volatile than a traditional pooled investment which diversifies
risk or the market generally. The value of the Fund, which focuses on an
individual security, may be more volatile than a traditional pooled investment
or the market as a whole and may perform differently from the value of a
traditional pooled investment or the market as a whole.

Indirect investment risk. The underlying companies are not affiliated with the
Trust, the Fund, the Adviser, the Sub-Adviser, or their respective affiliates
and is not involved with this offering in any way and has no obligation to
consider your Shares in taking any corporate action that might affect the value
of Shares. Investors in the Funds will not have voting rights and will not be
able to influence management of the underlying company but will be exposed to
the performance of the underlying company’s stock or ETF. Investors in the Funds
will not have rights to receive dividends or other distributions or any other
rights with respect to the underlying stock or ETF, but will be subject to
declines in the performance of the underlying stock.

Distribution Risk. As part of the Fund’s investment objective, the Fund seeks to
provide current monthly income. There is no assurance that the Fund will make a
distribution in any given month. If the Fund does make distributions, the
amounts of such distributions will likely vary greatly from one distribution to
the next.

New Fund Risk. The Fund is a recently organized management investment company
with no operating history. As a result, prospective investors do not have a
track record or history on which to base their investment decisions.

Derivatives Risk. Derivatives are financial instruments that derive value from
the underlying reference asset or assets, such as stocks, bonds, or funds
(including ETFs), interest rates or indexes. The Fund’s investments in
derivatives may pose risks in addition to, and greater than, those associated
with directly investing in securities or other ordinary investments, including
risk related to the market, imperfect correlation with underlying investments or
the Fund’s other portfolio holdings, higher price volatility, lack of
availability, counterparty risk, liquidity, valuation and legal restrictions.

Options Contracts. The use of options contracts involves investment strategies
and risks different from those associated with ordinary portfolio securities
transactions. The prices of options are volatile and are influenced by, among
other things, actual and anticipated changes in the value of the underlying
instrument, including the anticipated volatility, which are affected by fiscal
and monetary policies and by national and international political, changes in
the actual or implied volatility or the reference asset, the time remaining
until the expiration of the option contract and economic events.

Call Writing Strategy Risk. The path dependency (i.e., the continued use) of the
Fund’s call writing strategy will impact the extent that the Fund participates
in the positive price returns of the underlying stock and, in turn, the Fund’s
returns, both during the term of the sold call options and over longer time
periods. If, for example, each month the Fund were to sell 7% out-of-the-money
call options having a one-month term, the Fund’s participation in the positive
price returns of the underlying stock will be capped at 7% in any given month.
However, over a longer period (e.g., 5 months), the Fund should not be expected
to participate fully in the first 35% (i.e., 5 months x 7%) of the positive
price returns of the underlying stock, or the Fund may even lose money, even if
the underlying stock share price has appreciated by at least that much over such
period, if during any month over that period the underlying stock had a return
less than 7%. This example illustrates that both the Fund’s participation in the
positive price returns of an underlying stock and its returns will depend not
only on the price of the underlying stock but also on the path that such stock
takes over time.

Counterparty Risk. A counterparty (the other party to a transaction or an
agreement or the party with whom the Fund executes transactions) to a
transaction with the Fund may be unable or unwilling to make timely principal,
interest or settlement payments, or otherwise honor its obligations.

Covered Call Option Writing Risk. By writing covered call options, in return for
the receipt of premiums, the Fund will give up the opportunity to benefit from
potential increases in the value of the S&P 500®above the exercise prices of
such options, but will continue to bear the risk of declines in the value of the
S&P 500®. The premiums received from the options may not be sufficient to offset
any losses sustained from the volatility of the underlying stocks over time. In
addition, the Fund’s ability to sell the securities underlying the options will
be limited while the options are in effect unless the Fund cancels out the
option positions through the purchase of offsetting identical options prior to
the expiration of the written options. Exchanges may suspend the trading of
options in volatile markets. If trading is suspended, the Fund may be unable to
write options at times that may be desirable or advantageous to do so, which may
increase the risk of tracking error.

U.S. Government and U.S. Agency Obligations Risk. The Fund may invest in
securities issued by the U.S. government or its agencies or instrumentalities.
U.S. Government obligations include securities issued or guaranteed as to
principal and interest by the U.S. Government, its agencies or
instrumentalities, such as the U.S. Treasury.

Price Participation Risk. The Fund employs an investment strategy that includes
the sale of call option contracts, which limits the degree to which the Fund
will participate in increases in value experienced by the underlying stock or
ETF over the Call Period. This means that if the underlying stock or ETF
experiences an increase in value above the strike price of the sold call options
during a Call Period, the Fund will likely not experience that increase to the
same extent and may significantly underperform the underlying stock or ETF over
the Call Period. Additionally, because the Fund is limited in the degree to
which it will participate in increases in value experienced by the underlying
stock or ETF over each Call Period, but has full exposure to any decreases in
value experienced by the underlying stock or ETF over the Call Period, the NAV
of the Fund may decrease over any given time period.

Distribution Rate is the annual yield an investor would receive if the most
recently declared distribution,  which includes option premium, remained the
same going forward. The Distribution Rate is calculated by multiplying an ETF’s
Distribution per Share by 365 divided by the days in the most current month, and
dividing the resulting amount by the ETF’s most recent NAV. The Distribution
Rate represents a single distribution from the ETF and does not represent its
total return. Distributions are not guaranteed.

30-day SEC Yield is based on a formula mandated by the Securities and Exchange
Commission (SEC) that calculates a fund's hypothetical annualized income, as a
percentage of its assets. A security's income, for the purposes of this
calculation, is based on the current market yield to maturity (in the case of
bonds) or projected dividend yield (for stocks) of the fund's holdings over a
trailing 30-day period. This hypothetical income will differ (at times,
significantly) from the fund's actual experience; as a result, income
distributions from the fund may be higher or lower than implied by the SEC
yield.

Unsubsidized 30-Day SEC Yield represents what a fund's 30-Day SEC Yield would
have been had no fee waiver or expense reimbursement been in place over the
period.

The Distribution Rate and 30-day SEC Yield is not indicative of future
distributions, if any, on the ETFs. In particular, future distributions on any
ETF may differ significantly from its Distribution Rate or 30-Day SEC Yield. You
are not guaranteed a distribution under the ETFs. Distributions for the ETFs (if
any) are variable and may vary significantly from month to month and may be
zero. Accordingly, the Distribution Rate and 30-Day SEC Yield will change over
time, and such change may be significant. The distribution may include a
combination of ordinary dividends, capital gain, and return of investor capital,
which may decrease a fund’s NAV and trading price over time. As a result, an
investor may suffer significant losses to their investment. These distribution
rates caused by unusually favorable market conditions may not be sustainable.
Such conditions may not continue to exist and there should be no expectation
that this performance may be repeated in the future.

‍

About us


INNOVATION CAN TURN ORDINARY INTO EXTRAORDINARY.

Kurv is removing barriers to entry, expanding investment options, and
simplifying management and reporting for all portfolios, regardless of size.
Learn more


YOU ARE ENTERING KURVINVEST.COM

Please read this page before proceeding, as it explains certain restrictions
imposed by law on the distribution of this information and the countries in
which the funds are authorized for sale. By proceeding, you are confirming you
understand that Kurv Investment Management LLC or its affiliates (collectively,
“Kurv”), makes no representation that the content of the website is appropriate
for use in all locations, or that the transactions, securities, products,
instruments or services discussed at this website are available or appropriate
for sale or use in all jurisdictions or countries, or by all investors or
counterparties.

This section of the website is operated by Kurv, and is only directed at U.S.
investors or those otherwise authorized to conduct investment business in the
U.S. Persons resident in territories other than the United States should not
access this website.

It is your responsibility to be aware of and to observe all applicable laws and
regulations of any relevant jurisdiction. Certain of the funds and advisory
products and services referenced on this website may be managed or
offered/provided by affiliates of Kurv. Additionally, certain of the funds
described in the following pages may be marketed in certain jurisdictions only.
Any entity forwarding the material or information contained on this website,
which is produced by Kurv in the United States, to other parties takes full
responsibility for ensuring compliance with applicable securities laws in
connection with its distribution.

This website only includes information on those funds that are registered for
sale in the United States.

By accessing this website, you are confirming that you agree to the Terms and
Conditions of this website and that you are resident in the United States or
those otherwise authorized to conduct investment business in the U.S.

The contents of this website have been prepared for informational purposes only
without regard to the investment objectives, financial situation, or means of
any particular person or entity, and Kurv is not soliciting any action based
upon them. No information included on this website is to be construed as
investment advice or as a recommendation or a representation about the
suitability or appropriateness of any fund; or an offer to buy or sell, or the
solicitation of an offer to buy or sell, any security, financial product, or
instrument; or to participate in any particular trading strategy. Kurv
recommends that you seek independent financial and tax advice before making any
investment decisions. Investment in any of the funds described in this website
should only be made on the basis of the terms and conditions of the most recent
applicable offering documents (including any relevant supplements).

All material has been obtained from sources believed to be reliable, but its
accuracy is not guaranteed. Some of the content on this website may contain
certain statements that may be deemed forward-looking statements. Please note
that any such statements are not guarantees of any future performance and actual
results or developments may differ materially from those projected. From time to
time, ARK may also make additional features available to users on this website
on such terms and conditions as may be set forth in a modification to this
Agreement or otherwise on the ARK website.

The Kurv ETFs are distributed by Foreside Fund Services, LLC (“Foreside“), which
is not affiliated with Kurv Investment Management LLC. Check the background of
Foreside on FINRA’s BrokerCheck.

You should carefully consider the investment objective, risks, charges and
expenses of a Fund before investing. A Fund’s prospectus and summary prospectus
contain this and other important information about a Fund, which can be obtained
by clicking the corresponding link or dialing the indicated phone number herein.
Please read the appropriate prospectus carefully before investing.

GENERAL RISK FACTORS

You should be aware that past performance is not a reliable indicator of future
performance. Please note that the price of units or shares and the income from
them can fall as well as rise and you may not get back the amount originally
invested. Income receivable may vary from the amount of income projected at the
time of making the investment.

Exchange rate fluctuations may affect the value of an investment and any income
derived from it.

If you exercise any right to redeem, you may not get back the amount initially
invested if the unit or share price has fallen since you invested. Deductions
for charges and expenses, particularly the initial charge (if any), are not made
uniformly throughout the life of the investment, so if you redeem out of the
investment during the early years, you may not get back the amount invested.

There can be no guarantee that the tax position or proposed tax position
prevailing at the time of an investment will not change. Dividends and capital
gains on securities issued in the relevant funds may be subject to withholding
taxes imposed by the countries in which each particular fund invests.

The offering documents for the investment funds contain important information
summarizing the relevant risk factors pertaining to the investment or relevant
funds. Please note, however, that no summary of risk factors is exhaustive, and
there may be other risks that could affect your investment. For your own benefit
and protection you should read the most recent offering documents (including any
relevant supplements) carefully before investing. If you do not understand any
point please ask for further information.

The information provided on this website is not intended for distribution to, or
use by, any person or entity in any jurisdiction or country where such
distribution or use would be contrary to law or regulation, or which would
subject any of the funds described herein, ARK (including its affiliates) or any
of their products or services to any registration, licensing or other
authorization requirement within such jurisdiction or country. Nothing on this
website shall be considered a solicitation to buy or sell a security, product or
service (including advisory service) to any person.

HYPERLINKS

Kurv does not recommend or endorse and accepts no responsibility for the content
of any website not operated by Kurv which you may visit by following a link from
this website. You acknowledge and agree that neither Kurv nor any of its
affiliates is responsible for the availability of such third-party websites or
resources, does not endorse, approve, investigate or verify, and is not
responsible or liable for any content, advertising, products, or other materials
on or available from such websites or resources. You further agree that neither
Kurv nor any of its affiliates shall be responsible or liable, directly or
indirectly, for any damage or loss caused or alleged to be caused by or in
connection with use of or reliance on any such content, products or services
available on such external websites or resources. These links are provided as a
convenience and solely for informational purposes. Kurv is not making any
recommendation to invest in, purchase, or sell any securities or other products
or services offered on the linked websites, nor has Kurv sought to verify or
confirm the information contained in the linked websites. Accordingly, Kurv
disclaims any responsibility for the linked websites.

No other website, without the prior written permission of Kurv, is authorized to
link to any part of this website.

COOKIES

Kurv uses cookies for collecting user information from certain pages of this
website. A cookie is a file that is stored on the hard disk of a computer by the
web browser on a computer. It contains information sent by the website that a
user has visited. A cookie identifies users and can store information about them
and their use of a website. Kurv uses cookies to keep track of user activity,
which allows Kurv to identify which areas of the website are more interesting to
the users so that improvements can be made to this website.Kurv expressly
reserves the right to monitor any use of this website.

I confirm that I have read and accept the Terms and Conditions of using this
website and that I am based in the United States or those otherwise authorized
to conduct investment business in the United States.
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An investor should carefully consider a Fund’s investment objective, risks,
charges, and expenses before investing. For performance data current to the most
recent month-end please call (833) 955-5878 or view/download a prospectus and
standardized performance, go to Our ETFs page on this website.  A Fund’s
prospectus and summary prospectus should be read carefully before investing.

‍Kurv ETF Risks – An investment in the Fund involves risk, including the
possible loss of principal. The Fund is non-diversified and includes risks
associated with the Fund concentrating its investments in a particular security,
industry, sector, or geographic region which can result in increased volatility.
The Fund's investments in derivatives such as futures contracts and swaps may
pose risks in addition to, and greater than, those associated with directly
investing in securities or other investments, including imperfect correlations
with underlying investments or the Fund's other portfolio holdings, higher price
volatility, lack of availability. As a result, the value of an investment in the
Fund may change quickly and without warning.  Please read the summary and full
prospectuses for a more complete description of these and other risks of the
Fund.

Distributor: Foreside Fund Services, LLC.

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Distribution Rate is the annual yield an investor would receive if the most
recently declared distribution,  which includes option premium, remained the
same going forward. The Distribution Rate is calculated by multiplying an ETF’s
Distribution per Share by 365 divided by the days in the most current month, and
dividing the resulting amount by the ETF’s most recent NAV. The Distribution
Rate represents a single distribution from the ETF and does not represent its
total return. Distributions are not guaranteed.

The Distribution Rate and 30-Day SEC Yield is not indicative of future
distributions, if any, on the ETFs. In particular, future distributions on any
ETF may differ significantly from its Distribution Rate or 30-Day SEC Yield. You
are not guaranteed a distribution under the ETFs. Distributions for the ETFs (if
any) are variable and may vary significantly from month to month and may be
zero. Accordingly, the Distribution Rate and 30-Day SEC Yield will change over
time, and such change may be significant. The distribution may include a
combination of ordinary dividends, capital gain, and return of investor capital,
which may decrease a fund’s NAV and trading price over time. As a result, an
investor may suffer significant losses to their investment. These distribution
rates caused by unusually favorable market conditions may not be sustainable.
Such conditions may not continue to exist and there should be no expectation
that this performance may be repeated in the future.
30-day SEC Yield is based on a formula mandated by the Securities and Exchange
Commission (SEC) that calculates a fund's hypothetical annualized income, as a
percentage of its assets. A security's income, for the purposes of this
calculation, is based on the current market yield to maturity (in the case of
bonds) or projected dividendyield (for stocks) of the fund's holdings over a
trailing 30-day period. This hypothetical income will differ (at times,
significantly) from the fund's actual experience; as a result, income
distributions from the fund may be higher or lower than implied by the SEC
yield.Distributions are not guaranteed
Unsubsidized 30-Day SEC Yield represents what a fund's 30-Day SEC Yield would
have
been had no fee waiver or expense reimbursement been in place over the period