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Syntax Stratified U.S. Total Market Hedged ETF(SHUS)

Description: The investment seeks to obtain capital growth that meets or exceeds the performance of the S&P Composite 1500® Index over a full market cycle by investing in ETFs or underlying securities that provide Stratified WeightTM U.S. total equity market exposure to companies in the 1500 while seeking risk-managed growth via a defined risk hedging process. The fund will also invest in index options for risk management purposes and to seek to generate additional returns. Syntax?s Stratified Weight? is designed to correct for business risk concentrations that regularly occur in cap-weighted indices and equal-weighted indices.


Keywords: Exchange Traded Fund Investment Management Passive Management

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SHUS Technical Analysis

Exchange: NYSE ARCA

Country: US : United States of America

Currency: US Dollar ($)

Category: Mid-Cap Value

Asset Allocation
Asset Class Long % Short % Net Assets
Stock US 94.03 0.00 94.03
Cash 4.88 0.00 4.88
Stock non-US 1.09 0.00 1.09
Sector Weights
Sector Equity % Relative to Category
Technology 16.51 11.22
Consumer Cyclicals 13.80 11.11
Consumer Defensive 12.70 6.71
Healthcare 11.88 10.25
Financial Services 10.13 17.55
Industrials 9.90 16.05
Utilities 6.57 7.37
Communication Services 6.56 2.67
Energy 6.25 5.51
Real Estate 3.18 6.42
Basic Materials 2.53 5.14
World Regions
Region Equity % Relative to Category
North America 98.86 94.94
Europe Developed 0.80 1.74
Asia Developed 0.18 0.13
United Kingdom 0.17 1.93
Japan 0.00 0.25
Asia Emerging 0.00 0.32
Latin America 0.00 0.59
Africa/Middle East 0.00 0.11
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