m+ funds®

defined outcome investments

Our Funds

New m+ funds are offered frequently. The following funds are currently in their primary offering period.

m+ Buffer 20 FundSeries 1-40
Upside* 1-to-1 of SPY up toCapped Return: 15.50% Downside* Buffer: 20% Protection against price decreases to -20%
Maturity Date06.30.2025 Reference AssetSPDR® S&P 500® ETF (SPY) SymbolMPLBJX Fee-based CUSIP62479G312 Standard CUSIP62479G304
m+ Preservation 95 FundSeries 7-18
Upside* 1-to-1 of SPY up toCapped Return: 23.65% Downside* Maximum Loss: 5%
Maturity Date04.30.2026 Reference AssetSPDR® S&P 500® ETF (SPY) SymbolMPLBKX Fee-based CUSIP62479G338 Standard CUSIP62479G320
m+ Buffer 20 FundSeries 1-37
Upside* 1-to-1 of SPY up toCapped Return: 27.30% Downside* Buffer: 20% Protection against price decreases to -20%
Maturity Date03.31.2026 Reference AssetSPDR® S&P 500® ETF (SPY) SymbolMPLBEX Fee-based CUSIP62479G213 Standard CUSIP62479G205
m+ Preservation 100 FundSeries 7-16
Upside* 1-to-1 of SPY up toCapped Return: 17.60% Downside* Maximum Loss: 0%
Maturity Date03.31.2026 Reference AssetSPDR® S&P 500® ETF (SPY) SymbolMPLBFX Fee-based CUSIP62479G239 Standard CUSIP62479G221
m+ Buffer 20 FundSeries 1-39
Upside* 1-to-1 of QQQ up toCapped Return: 31.00% Downside* Buffer: 20% Protection against price decreases to -20%
Maturity Date03.31.2026 Reference AssetInvesco QQQ Trust SymbolMPLBHX Fee-based CUSIP62479G270 Standard CUSIP62479G262
m+ Buffer 20 FundSeries 1-38
Upside* 1-to-1 of IWM up toCapped Return: 32.70% Downside* Buffer: 20% Protection against price decreases to -20%
Maturity Date01.30.2026 Reference AssetiShares® Russell 2000 ETF (IWM) SymbolMPLBGX Fee-based CUSIP62479G254 Standard CUSIP62479G247

*On the Maturity Date only, based on the Inception Value per Unit, and subject to reduction based on fees and expenses. This description is not intended to be complete. You should consider the fund’s investment objective, risks and charges & expenses carefully before investing. Contact your financial advisor and read the prospectus below, which contains this and other information on the fund. Read it carefully before you invest. Offers are made only by prospectus.

News & Insights

Defined Outcome Investing

With m+ funds, there is now a new way to retain ETF exposure but have greater control in potentially limiting losses during severe market pullbacks.

iCapital Network® to Acquire Axio Financial, a Leading Service Provider to the U.S. Structured Notes Market

You can find iCapital & m+ Funds at their new home at (212) 994-7400 or info@icapitalnetwork.com

Axio Group Acquires m+ Funds, Expanding Offerings and Enhancing Experience for Financial Advisors

Learn more here. You can find Axio & m+ Funds at their new home at (888) 852-4281 or mplusfunds@axiofinancial.com

Our Team

The team at m+ funds leverages decades of experience in the structured products, asset management, derivatives, capital markets and wealth management industry to construct and deliver m+ funds. They focus solely on innovative index and ETF solutions and pioneered the development of the defined outcome sector since its very inception.