LGDX
Intech S&P Large Cap Diversified Alpha ETF
📎 Investment Objective
The Intech S&P Large Cap Diversified Alpha ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the S&P 500 Index, while aiming to provide higher risk-adjusted returns than the benchmark.
Overview
ETF tracking Intech S&P Large Cap Diversified Alpha ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Intech S&P Large Cap Diversified Alpha ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the S&P 500 Index, while aiming to provide higher risk-adjusted returns than the benchmark.
🎯 Investment Strategy
The ETF uses a quantitative, rules-based investment approach to construct a portfolio of large-cap U.S. stocks. The strategy aims to enhance returns through diversification and active risk management, while maintaining broad exposure to the large-cap equity market.
✨ Key Features
- Seeks to track the S&P 500 Index with the potential for higher risk-adjusted returns
- Utilizes a quantitative, diversified investment approach
- Broad exposure to large-cap U.S. equities
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market conditions
- Tracking error risk: The ETF may not perfectly track the performance of the underlying index
- Liquidity risk: The ETF may experience difficulty buying or selling certain holdings
- Concentration risk: The ETF's performance may be more volatile due to its focus on large-cap stocks
👤 Best For
This ETF may be suitable for investors seeking broad exposure to the large-cap U.S. equity market with the potential for enhanced risk-adjusted returns. It may be appropriate as a core holding in a diversified portfolio, particularly for investors with a long-term investment horizon and moderate risk tolerance.