SMDX
Intech S&P Small-Mid Cap Diversified Alpha ETF
📎 Investment Objective
The Intech S&P Small-Mid Cap Diversified Alpha ETF (SMDX) seeks to provide long-term capital appreciation by investing in a diversified portfolio of small and mid-cap U.S. equities.
Overview
ETF tracking Intech S&P Small-Mid Cap Diversified Alpha ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Intech S&P Small-Mid Cap Diversified Alpha ETF (SMDX) seeks to provide long-term capital appreciation by investing in a diversified portfolio of small and mid-cap U.S. equities.
🎯 Investment Strategy
The fund uses a quantitative, rules-based approach to construct a portfolio of small and mid-cap stocks that aims to outperform the S&P 400 and S&P 600 indexes on a risk-adjusted basis. The strategy focuses on identifying stocks with attractive risk/return characteristics.
✨ Key Features
- Exposure to a diversified portfolio of small and mid-cap U.S. stocks
- Quantitative, rules-based investment approach focused on risk-adjusted returns
- Low expense ratio of 0.00%
- Limited performance history as the fund is relatively new
⚠️ Primary Risks
- Increased volatility and risk compared to large-cap stocks due to the small and mid-cap focus
- Potential for higher trading costs and lower liquidity in smaller companies
- Reliance on the fund's quantitative models and investment approach to generate outperformance
- Limited track record makes it difficult to evaluate long-term performance
👤 Best For
The Intech S&P Small-Mid Cap Diversified Alpha ETF may be suitable for investors seeking exposure to small and mid-cap U.S. equities as part of a diversified portfolio, and who have a higher risk tolerance and a long-term investment horizon.