SYUS
Syntax Stratified U.S. Total Market ETFSYUS Fund Description
SYUS is an actively managed fund of funds composed of three stratified-weight ETFs that provide exposure to large-, mid, and small-cap US equities.
SYUS Factset Analytics Insight
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.
SYUS MSCI ESG Analytics Insight
Syntax Stratified U.S. Total Market ETF has an MSCI ESG Fund Rating of A based on a score of 6.81 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 U.S. Total Market ETF ranks in the 63th percentile within its peer group and in the 72nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SYUS Summary Data
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SYUS Index Data
SYUS Portfolio Management
SYUS Tax Exposures
SYUS Fund Structure
SYUS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SYUS. SYUS is rated a N/A out of 5.
SYUS Tradability
SYUS Sector/Industry Breakdown
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SYUS Countries
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SYUS Economic Development
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SYUS Performance Statistics
SYUS MSCI ESG Ratings
SYUS Benchmark Comparison Summary
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SYUS Benchmark Comparison Market Cap Size
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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.
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.