STXG seeks to replicate the performance of the Bloomberg US 1000 Growth Index, composed of large- and mid-cap growth companies in the U.S. equity market. The index is constructed based on growth metrics, valuations, earnings, and dividend yields. The fund, managed by Strive Asset Management, employs a passive investment strategy, mirroring the index's composition and proportions. It aims to provide investors exposure to growth-oriented U.S. companies while minimizing active management risks and costs.
STXG seeks to replicate the performance of the Bloomberg US 1000 Growth Index, focusing on large- and mid-cap growth companies in the U.S. equity market. The index selection emphasizes securities with high growth potential, favoring those with higher forecasted growth, valuations, and market prices, alongside lower earnings and dividend yields compared to their peers. The index ranking determines inclusion, with the top 30% of stocks being market cap-weighted, the next 40% scaled down, and the lowest 30% excluded. STXG's passive approach aligns with the index and may occasionally use representative sampling. Concentration within industries mirrors the index's concentration. The fund emphasizes achieving returns by tracking the index closely rather than attempting to outperform it.
The STXG Fund seeks to replicate the Bloomberg US 1000 Growth Index's performance, comprised of large- and mid-cap U.S. growth companies. Using a free float-adjusted capitalization-weighted approach, it selects securities with higher forecasted growth, valuations, and lower earnings yield. This passive strategy aims to achieve lower costs and better after-tax performance by closely tracking the Index's constituents and characteristics while possibly employing a replication or representative sampling approach for investment.
The STXG Fund's investment strategy is designed to track the Bloomberg US 1000 Growth Index, which includes large- and mid-cap growth companies in the U.S. equity market. The Index selects high-scoring growth stocks based on criteria such as earnings yield, valuation, CORRELATION yield, and growth metrics. The top 30% of securities by score are included in the Index, with a decreasing linear scale applied to the next 40%. The Index is rebalanced semi-annually and aims to achieve its objective through a replication or representative sampling strategy. The Fund concentrates its investments in line with the Index's industry concentrations.
The STXG Sector Fund aims to replicate the performance of the Bloomberg US 1000 Growth Index, which tracks the performance of large- and mid-cap growth companies in the U.S. equity market. The Index selects stocks based on growth metrics and valuation criteria, focusing on sectors with higher forecasted growth, valuations, and lower earnings yield compared to other sectors in the Growth Index Universe. The Fund primarily invests in securities from these selected sectors, utilizing a passive approach that aims to closely match the Index's composition and performance while minimizing costs and risks associated with active management.
The STXG Fund aims to mirror the performance of the Bloomberg US 1000 Growth Index, focusing on large- and mid-cap growth companies in the U.S. equity market. The Index comprises companies showing high growth metrics, favorable valuations, and lower earnings yield relative to the Growth Index Universe. The Index selection process emphasizes growth-related criteria, leading to a portfolio weighted towards growth stocks, primarily from sectors like Information Technology, Consumer Discretionary, and Healthcare. The Fund predominantly employs a replication strategy, investing in Index constituents proportionately, with the option to use representative sampling. The Fund's industry concentration aligns with the Index's exposure.
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