The issuer, STXK, offers investment products that track the Bloomberg US 600 Index, focusing on small-capitalization sector performance within the U.S. equity market. The index includes primarily U.S. equity securities, representing a subset of the Bloomberg US 1500 Index, encompassing companies with market capitalizations of $7.64 billion to $1.21 billion. The investment strategy entails seeking to invest at least 80% of the fund's assets in U.S. small-cap equity securities while incorporating rebalancing practices and policy updates for optimal performance. Additionally, the prospectus highlights the issuer's payment structure to certain employee benefit plan financial intermediaries, emphasizing their dedication to maintaining efficient employee benefit plan accounts.
The fund seeks to replicate the performance of the Bloomberg US 600 Index, which tracks the U.S. small-cap equity market. The index includes U.S.-listed securities with a minimum of 10% free float, representing the lower 600 of the Bloomberg US 1500 Index. The fund primarily invests in small-cap equities, with a focus on sectors such as Financials, Industrials, Technology, Consumer Discretionary, and Healthcare. The index is calculated as a total return index, rebalanced semi-annually, and typically comprises companies with a market capitalization range of $7.64 billion to $1.21 billion. The fund's goal is to provide exposure to dividend-paying companies within this small-cap sector while maintaining alignment with the index's investment strategies.
The STXK Tracking ETF seeks to replicate the performance of the Bloomberg US 600 Index, which measures the performance of small-cap companies in the U.S. equity market. The index is comprised of U.S. equity securities, primarily consisting of companies ranked 901 to 1500 by market capitalization in the Bloomberg US 3000 Index. As of September 30, 2022, the index had 595 constituents with an average market capitalization of approximately $2.97 billion. The fund invests at least 80% of its total assets in U.S. small-cap equity securities, aiming to provide investors exposure to this segment of the market. Please note that the index composition and weights may change over time.
The fund seeks to track the performance of the Bloomberg US 600 Index, measuring the U.S. small-capitalization sector. The Index, a subset of the Bloomberg US 1500 Index, consists of companies ranked 901 to 1500 by market capitalization. The fund's investment policy entails allocating at least 80% of its assets to U.S. small-cap equity securities.
Aims to replicate the performance of the Bloomberg US 600 Index, which tracks the small-capitalization SECTOR within the U.S. equity market. The Index encompasses U.S. equities with a focus on small-cap companies, constituting a subset of the Bloomberg US 1500 Index. It primarily includes firms ranked 901 to 1500 by market capitalization. The Index's composition is subject to change
Seeks to mirror the performance of the Bloomberg US 600 Index, capturing the small-capitalization segment of the U.S. equity market. Comprising lower-ranked constituents from the Bloomberg US 1500 Index, this index measures the small-cap exposure in the market. As of September 30, 2022, the Index encompassed 595 constituents, with an average market capitalization of $2.97 billion. The Index's composition is subject to change, offering a diversified representation across sectors, including Financials, Industrials, Technology, Consumer Discretionary, and Healthcare.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.
5 min readDiscovering ETFs: Unveiling the STXK ETF. Gain insights into this promising investment vehicle that offers diverse opportunities for investors. Learn about its features and potential benefits in this comprehensive overview.
4 min readDiscover the top-performing Media & Entertainment ETFs that offer investors exposure to the dynamic and ever-evolving industry. This article analyzes the best options available, highlighting their performance, holdings, and key features, helping investors make informed decisions to capitalize on the growth potential of the media and entertainment sector.
5 min readDiscover the world of ETFs and unravel the mysteries of BATT ETF with this insightful article. Gain a comprehensive understanding of the BATT ETF and its potential impact on the market.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
