SYUS aims to outperform the S&P Composite 1500 Index by investing in three Syntax Stratified-Weight ETFs. The fund specifically holds: Syntax Stratified LargeCap ETF (SSPY), Syntax Stratified MidCap ETF (SMDY), and Syntax Stratified SmallCap ETF (SSLY), all of which are passively managed that track Syntax Stratified Indices of large-, mid, and small-cap US stocks respectively. 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. SYUS is an actively managed fund of funds, thus, the fund manager may shift constituent weights without index-tracking constraints.
公司网站 :
https://www.syntaxadvisors.com/syntax-stratified-us-total-market-equity-etf
总经理:-
建立时间:2021
公司总部:Syntax Stratified U.S. Total Market ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds