Syntax Etf Profile

The performance scores are derived for the period starting the 5th of December 2025 and ending today, the 5th of March 2026. Click here to learn more.
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Syntax Etf Highlights

Old NameSyntax ETF Trust - Syntax Stratified MidCap ETF
Business ConcentrationSmall Blend, Syntax (View all Sectors)
Country NameUSA
Returns Y T D9.78
NameSyntax ETF Trust - Syntax Stratified MidCap ETF
Currency CodeUSD
Open FigiBBG00RDKCV90
In Threey Volatility20.41
1y Volatility19.09
200 Day M A42.2027
50 Day M A43.5242
CodeSMDY
Updated At4th of October 2024
Currency NameUS Dollar
In Threey Sharp Ratio0.14
TypeETF
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

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

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.
Note, although Syntax's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

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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 discontinued.
You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.

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.
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