The STXE issuer, representing the Fund's investment strategy, aims to track the Bloomberg Emerging Markets ex China Large & Mid Cap Index, which encompasses large and mid-capitalization equity securities across 24 emerging market economies, excluding China. Constituents of the Index are meticulously chosen and weighted based on free-float market capitalization. With 691 securities as of September 30, 2023, ranging from approximately $398.85 million to $2.26 trillion in market capitalization, and a notable emphasis on countries like India, Taiwan, South Korea, and Saudi Arabia, the Index provides diversified exposure across various emerging market nations. The Index's methodology involves rigorous screening and selection criteria, including considerations of market capitalization, trading volume thresholds, and sector allocations, particularly within the Financials sector. Managed by Strive Asset Management, LLC, the Fund employs a passive indexing approach, seeking to closely mirror the Index's risk and return characteristics while emphasizing cost efficiency and tax optimization. Through representative sampling, the Fund aims to replicate the Index's performance, undergoing reconstitution and rebalancing on a schedule aligned with the Index's own adjustments. Additionally, the Fund may concentrate its investments in specific industries to a degree commensurate with the Index's concentration levels.
The STXE Dividend, as part of its investment strategy, focuses on tracking the performance of the EURO STOXX Select Dividend 30 Index. This index comprises 30 high-dividend-yielding stocks from Eurozone countries, offering investors exposure to companies with a consistent track record of dividend payments. The STXE Dividend Fund seeks to provide investors with a balance between income generation and capital appreciation by investing in dividend-paying securities across various sectors such as utilities, telecommunications, and consumer goods. Managed by a team with expertise in dividend investing, the fund employs a systematic approach, emphasizing dividend yield, sustainability, and growth potential. With a commitment to delivering stable income streams to investors, the STXE Dividend Fund utilizes a disciplined investment process while providing diversification within the Eurozone equity market.
The STXE Tracking Fund is designed to mirror the performance of the EURO STOXX 50 Index, which comprises 50 of the largest and most liquid stocks from Eurozone countries. This index serves as a benchmark for the Eurozone equity market, encompassing blue-chip companies across various sectors such as financials, industrials, and consumer goods. The STXE Tracking Fund employs a passive investment strategy, aiming to replicate the returns of the EURO STOXX 50 Index by holding a diversified portfolio of securities that closely match the index's composition. Managed by a team focused on minimizing tracking error and optimizing efficiency, the fund invests primarily in stocks included in the index, adjusting its holdings periodically to reflect any changes in the index's constituents. With a transparent and cost-effective approach, the STXE Tracking Fund provides investors with an opportunity to gain exposure to the performance of the Eurozone equity market while mitigating individual stock risk through broad diversification.
The STXE Correlation Fund is designed to track the performance of the EURO STOXX 50 Correlation-Weighted Hedge Index. This index is specifically constructed to mitigate the impact of correlated movements between stocks within the EURO STOXX 50 Index, thereby potentially reducing overall portfolio volatility. The STXE Correlation Fund employs a sophisticated investment strategy aimed at minimizing correlation risk by dynamically adjusting its holdings based on correlation coefficients among stocks within the index. Managed by a team experienced in quantitative finance and risk management, the fund utilizes advanced statistical models to identify and exploit opportunities for diversification within the Eurozone equity market. By emphasizing low correlation among its holdings, the STXE Correlation Fund seeks to provide investors with a smoother and more stable investment experience, particularly during periods of market volatility.
The STXE Sector Fund is crafted to mirror the performance of the EURO STOXX Supersector Indexes, providing investors with exposure to various sectors within the Eurozone equity market. These indexes segment the market into distinct industry groups, such as healthcare, technology, and energy, allowing investors to target specific sectors or achieve sector-based diversification. The STXE Sector Fund employs a strategic approach, investing in a diversified portfolio of stocks within selected sectors to reflect the composition and performance of the underlying Supersector Indexes. Managed by a team with expertise in sector analysis and portfolio management, the fund aims to capitalize on sector-specific opportunities while managing sector-specific risks. With a focus on optimizing sector allocation and enhancing portfolio diversification, the STXE Sector Fund offers investors a way to gain targeted exposure to Eurozone sectors and potentially capitalize on sector-specific trends and opportunities.
The STXE Exposure Fund is structured to replicate the performance of the EURO STOXX Total Market Exposure Index, offering investors comprehensive exposure to the entire Eurozone equity market. This index encompasses a broad array of stocks listed on major Eurozone exchanges, providing a comprehensive representation of the region's equity market. The STXE Exposure Fund adopts a systematic investment approach, aiming to closely match the performance of the Total Market Exposure Index by holding a diversified portfolio of stocks across various market capitalizations, sectors, and industries. Managed by a team committed to tracking accuracy and portfolio efficiency, the fund periodically adjusts its holdings to reflect changes in the index composition. With its broad and inclusive investment strategy, the STXE Exposure Fund offers investors a convenient and cost-effective way to gain exposure to the entire Eurozone equity market, facilitating diversification and potentially capturing the overall market's performance.
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