SYII aims to outperform the S&P Composite 1500 Index by investing in Syntax Stratified-Weight ETFs. The fund holds: Syntax Stratified LargeCap ETF (SSPY) and/or Syntax Stratified LargeCap II ETF (SPYS), Syntax Stratified MidCap ETF (SMDY), and Syntax Stratified SmallCap ETF (SSLY), most of which are passively managed that track Syntax Stratified Indices, except SPYS which is actively managed. The stratified-weight methodology is designed to provide a more unbiased return by diversifying constituents across groups of related business risks rather than using market-cap or equal-weighting schemes. Related business risks may include similar products/services offered, customers, competitors, or suppliers. When two or more firms earnings are affected by these same fundamental drivers, they are grouped together, and their weight is redistributed across the other components. SYII is an actively managed fund-of-funds, thus, the fund manager may shift constituent weights at its discretion.
公司网站 :
https://www.syntaxadvisors.com/syntax-stratified-totalmarket-ii-etf
总经理:-
建立时间:2022
公司总部:Syntax Stratified Total Market II ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds