The issuer of STXV, Strive Asset Management, LLC, employs a passive investment strategy to achieve the fund's objective of tracking the Bloomberg US 1000 Value Index. They aim to mirror the index's performance by investing primarily in large- and mid-cap U.S. companies that exhibit value-oriented characteristics such as higher earnings yield, dividend yield, and lower growth forecasts. The fund seeks to achieve its goal through a replication approach, investing in the index's component securities in similar proportions.
It focuses on tracking the Bloomberg US 1000 Value Index, which comprises U.S. companies with higher earnings yield, dividend yield, and lower valuations relative to the Value Index Universe. The fund employs a passive strategy to mirror the index's performance, emphasizing value-oriented securities with solid dividend metrics. With a concentration on dividends and a commitment to replicating or closely resembling the index, the fund aims to achieve returns through a consistent and diversified dividend-oriented investment approach.
The STXV seeks to replicate the performance of the Bloomberg US 1000 Value Index, which measures the performance of large- and mid-cap U.S. companies with higher earnings yield, valuation yield, and lower growth forecasts. The index selects stocks based on value metrics, including earnings, valuation, and yield, ranking the top 30% for inclusion while excluding the bottom 30%. The fund uses a passive approach, investing in index component securities and aiming for low turnover to achieve its objective.
The fund seeks to track the performance of the Bloomberg US 1000 Value Index, focusing on the large- and mid-cap U.S. companies exhibiting higher earnings yield, correlation yield, and lower forecasted growth and valuations. The Index Provider ranks these companies based on these value criteria, with securities ranking in the top 30% included and weighted by market cap, and the following 40% included with increasing linear scale weights. The Fund primarily employs a passive replication strategy, investing in the index's component securities to match their proportions in the index.
The STXV Sector is designed to track the Bloomberg US 1000 Value Index, which focuses on the performance of large- and mid-cap value companies within the U.S. equity market. Comprising primarily of U.S. equity securities, this sector targets value-oriented companies with higher earnings yield, sector yield, and lower valuations relative to the Value Index Universe. The selection process involves equal-weighted criteria such as earnings yield, valuation, sector yield, and growth, aiming to capture value stocks that rank in the top 30% of the Value Index Universe. The sector is recalibrated semi-annually, with a passive investment approach that mirrors the index's composition and proportions, either through full replication or representative sampling strategies.
The STXV Fund's investment strategy is designed to track the Bloomberg US 1000 Value Index, which represents the large- and mid-cap value exposure of the U.S. equity market. This index includes companies with higher earnings yield, exposure yield, and lower growth and valuations compared to the broader Value Index Universe. The index ranking is based on value criteria, and the top 30% of scoring stocks are included, with increasing weight for the following 40%, and the bottom 30% excluded. The Fund predominantly invests in these index constituents and follows a passive approach, aiming to replicate the index's performance while minimizing costs and turnover.
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