SYUSSyntax Stratified U.S. Total Market ETF
SYUS 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
SYUS Portfolio Data
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 Sector/Industry Breakdown
SYUS Economic Development
SYUS Performance Statistics
SYUS MSCI ESG Ratings
SYUS Benchmark Comparison Summary
SYUS 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.