Syntax Etf Profile
The performance scores are derived for the period starting the 9th of November 2025 and ending today, the 7th of February 2026. Click here to learn more.
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RefreshSyntax Etf Highlights
| Old Name | Syntax ETF Trust - Syntax Stratified MidCap ETF |
| Business Concentration | Small Blend, Syntax (View all Sectors) |
| Country Name | USA |
| Returns Y T D | 9.78 |
| Name | Syntax ETF Trust - Syntax Stratified MidCap ETF |
| Currency Code | USD |
| Open Figi | BBG00RDKCV90 |
| In Threey Volatility | 20.41 |
| 1y Volatility | 19.09 |
| 200 Day M A | 42.2027 |
| 50 Day M A | 43.5242 |
| Code | SMDY |
| Updated At | 4th of October 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.14 |
| Type | ETF |
Syntax [SMDY] is traded in USA and was established 2020-01-16. The fund is listed under Small Blend category and is part of Syntax family. Syntax at this time have 8.68 M in assets. , while the total return for the last 3 years was 5.1%.
Check Syntax Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Syntax Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Syntax Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Syntax Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Syntax Top Holders
| SHUS | Exchange Listed Funds | Etf | Equity Hedged |
Syntax Against Markets
Syntax Etf Analysis Notes
The fund maintains 99.74% of assets in stocks. Under normal market conditions, the fund invests substantially all, and at least 95, of its total assets in the securities comprising the index. Syntax Stratified is traded on NYSEARCA Exchange in the United States. To find out more about Syntax contact the company at NA.Syntax Investment Alerts
| Syntax is not yet fully synchronised with the market data | |
| Syntax has some characteristics of a very speculative penny stock | |
| The fund maintains 99.74% of its assets in stocks |
Top Syntax Etf Constituents
| MKSI | MKS Instruments | Stock | |
| YELP | Yelp Inc | Stock | |
| VSAT | ViaSat Inc | Stock | |
| UTHR | United Therapeutics | Stock | |
| TRIP | TripAdvisor | Stock | |
| SMG | Scotts Miracle Gro | Stock | |
| SABR | Sabre Corpo | Stock | |
| PTC | PTC Inc | Stock | |
| NUS | Nu Skin Enterprises | Stock | |
| ARWR | Arrowhead Pharmaceuticals | Stock | |
| LSCC | Lattice Semiconductor | Stock | |
| LITE | Lumentum Holdings | Stock | |
| COTY | Coty Inc | Stock | |
| COR | Cencora | Stock | |
| COHR | Coherent | Stock | |
| CIEN | Ciena Corp | Stock | |
| CABO | Cable One | Stock | |
| AZPN | Aspen Technology | Stock |
Institutional Etf Holders for Syntax
Have you ever been surprised when a price of an equity instrument such as Syntax is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Syntax backward and forwards among themselves. Syntax's institutional investor refers to the entity that pools money to purchase Syntax's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| SHUS | Exchange Listed Funds | Etf | Equity Hedged |
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Syntax Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Syntax etf to make a market-neutral strategy. Peer analysis of Syntax could also be used in its relative valuation, which is a method of valuing Syntax by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
Other Tools for Syntax Etf
When running Syntax's price analysis, check to measure Syntax's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Syntax is operating at the current time. Most of Syntax's value examination focuses on studying past and present price action to predict the probability of Syntax's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Syntax's price. Additionally, you may evaluate how the addition of Syntax to your portfolios can decrease your overall portfolio volatility.
| Transaction History View history of all your transactions and understand their impact on performance | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |