SHUSSyntax Stratified US Total Market Hedged ETF
SHUS Fund Description
SHUS aims to provide capital growth from an actively managed fund of funds portfolio composed of three stratified-weight US ETFs, while seeking to reduce market risk through a defined risk hedging process.
SHUS Factset Analytics Insight
SHUS is a risk hedged version of Syntax Advisors’ SYUS —an actively managed fund of funds that seeks to outperform the S&P Composite 1500 Index by investing in three Syntax Stratified-Weight ETFs: 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. SHUS combines this stratified-weighting with a defined risk strategy to reduce market risk by buying S&P 500 put options. In addition, the fund also buys and sells short-term put and call options on equity indices while engaging in various long-term spread option strategies in an effort to generate additional returns.
SHUS MSCI ESG Analytics Insight
Syntax Stratified US Total Market Hedged ETF has an MSCI ESG Fund Rating of undefined based on a score of 6.69 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Syntax Stratified US Total Market Hedged ETF ranks in the 60th percentile within its peer group and in the 68th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SHUS Portfolio Data
SHUS Index Data
SHUS Portfolio Management
SHUS Tax Exposures
SHUS Fund Structure
SHUS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SHUS. SHUS is rated a N/A out of 5.
SHUS Sector/Industry Breakdown
SHUS Economic Development
SHUS Performance Statistics
SHUS MSCI ESG Ratings
SHUS Benchmark Comparison Summary
SHUS Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.