Syntax Stratified MidCap (SMDY) Research

Under typical market conditions, this fund intends to allocate a minimum of 95%—and usually the substantial majority—of its overall assets into the underlying investments of its benchmark index. This particular index, crafted by Syntax LLC (an entity linked to the fund's investment adviser), applies a stratified-weighting approach to the established S&P MidCap 400 Index, while maintaining the identical roster of constituent companies found within the S&P MidCap 400.

Market snapshot

Symbol
SMDY
Price
$44.16
Day change
+0.26%
Market cap
$6.8M
52-week range
37.6373-45.56
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Mast Global Battery Recycling & Production ETF (EV)
  • First Trust Brazil AlphaDEX Fund (FBZ)
  • iShares MSCI Water Management Multisector ETF (IWTR)
  • JPMorgan Carbon Transition U.S. Equity ETF (JCTR)
  • Innovator ETFs Trust - Innovator Premium Income 40 Barrier ETF - July (JULQ)
  • KraneShares Dynamic Emerging Markets Strategy ETF (KEM)
  • Nuveen Small Cap Select ETF (NSCS)
  • Principal US Large-Cap Adaptive Multi-Factor ETF (PLRG)

Open Syntax Stratified MidCap (SMDY) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.