SYUS Profile
The Syntax Stratified U.S. Total Market ETF is an investment vehicle designed to provide broad, stratified exposure to the U.S. equity market through a distinctive investment strategy. The fund aims to achieve diversified exposure to the securities included in the S&P Composite 1500 Index, a comprehensive benchmark that combines the S&P 500 , S&P MidCap 400 , and S&P SmallCap 600 indices. By doing so, the ETF seeks to capture the performance of large-cap, mid-cap, and small-cap U.S. stocks, reflecting the entire spectrum of the U.S. stock market.
To achieve its investment objective, the Syntax Stratified U.S. Total Market ETF employs a stratified-weight approach, focusing on investing in a mix of ETFs or directly in underlying securities. This strategy ensures that the fund's holdings are aligned with the stratification of the S&P Composite 1500 Index, providing exposure across different market capitalizations and sectors. The use of a stratified-weight methodology allows the fund to maintain a diversified portfolio while closely tracking the performance of the underlying index.
Under normal market conditions, the fund is committed to investing at least 80% of its assets in companies that collectively represent the U.S. total market. This policy is designed to ensure that the fund remains aligned with its investment objective of broad market exposure. By focusing on a significant proportion of its holdings in U.S. equities, the ETF aims to deliver returns that closely mirror the performance of the entire U.S. equity market, from large blue-chip companies to smaller, emerging firms.
The Syntax Stratified U.S. Total Market ETF is tailored for investors seeking comprehensive exposure to the U.S. stock market with an emphasis on maintaining a balanced representation of various market segments. Its approach to stratified-weight investing and commitment to a high percentage of U.S. market holdings underscores its objective of providing a diversified and representative investment option. This strategy not only reflects the full breadth of the U.S. equity market but also caters to investors looking for a robust, all-encompassing market exposure in their portfolios.
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