Syntax Advisors Launches the Syntax Stratified U.S. Total Market ETF (SYUS)
Syntax Advisors, LLC has launched the Syntax Stratified U.S. Total Market ETF (SYUS) on NYSE Arca, starting with $21 million in assets under management (AUM). This ETF is part of Syntax's series of Stratified Weight funds, which provide alternatives to traditional cap-weighted index products. Syntax's unique Stratification investment approach re-evaluates conventional indexing by ensuring diversified exposure across various sectors, mitigating concentration in large-cap companies. This innovative model aims to capture a broader range of market opportunities for investors.
- Launch of Syntax Stratified U.S. Total Market ETF (SYUS) with initial AUM of $21M.
- Introduction of an innovative investment strategy designed to diversify risk across multiple industries.
- The fund is new and lacks an operating history, posing risks to investors.
Syntax Advisors, LLC (“Syntax”) announced today the launch of the Syntax Stratified U.S. Total Market ETF (ticker: SYUS), available for trading on NYSE Arca. SYUS launched with
Syntax offers an innovative alternative to cap weighted index products through a full suite of Stratified Weighted ETFs covering the S&P 500®, S&P 600®, and S&P 400® indexes, and the U.S. Total Market. Stratified Weighting is designed to maintain diversified business risk exposure and capture a fuller range of market opportunities for investors.
Syntax’s investment approach, (“Stratification”) was developed over a 10-year period, and is based on a significant re-evaluation of cap weighted indexing. In recent years, this traditional approach has resulted in the over-concentration in many portfolios of a small group of large cap companies (i.e., FANGS) in a similar industry (i.e., technology).
Syntax takes the world's most widely used index benchmarks and reweights them to reflect diversified business risk across numerous industries. Instead of concentrating in the largest companies and the most popular sectors, Syntax’s patented process determines the common risks companies and industries face, then equally divides these stocks within carefully defined segments. This process seeks to provide investors with more balanced exposure across available business opportunities while still engaged in indexing.
About Syntax Advisors, LLC
Syntax Advisors LLC provides investors with rules-based, diversified exposure to business risks via products that track Syntax Stratified Weight Indices including the Syntax Stratified LargeCap ETF (SSPY), Syntax Stratified MidCap ETF (SMDY), and the Syntax Stratified SmallCap ETF (SSLY). Syntax Indices are a new class of indices that reweight the most widely used benchmarks using the Stratified Weight methodology. Their objective is to deliver a diversified return across all the business opportunities in a benchmark rather than just the largest.
Before investing, consider the fund’s investment objectives, risks, charges, and expenses. To obtain a prospectus which contains this and other information, please visit www.syntaxadvisors.com, call (866) 972-4492, or talk to your financial advisor. Read it carefully before investing.
There can be no guarantee that the Fund's investment strategies and processes will be successful. The Fund may invest in Underlying Funds or Securities that are managed with a passive investment strategy, attempting to track the performance of an unmanaged index of securities. This differs from an actively-managed fund, which typically seeks to outperform a benchmark index. Maintaining investments in securities regardless of their individual performance or market conditions could negatively affect the Fund's return. The Fund is new and has no operating history. As a result, investors have a limited track record on which to base their investment decision. The Fund is subject to certain other risks, including but not limited to, equity securities risk, large-capitalization risk, mid-capitalization risk, small-capitalization risk, and market trading risk. Investing involves risk, including possible loss of principal. The Fund is actively managed using proprietary investment strategies and processes.
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FAQ
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