STXF is designed to provide exposure to the large-cap segment of the US equity market, by tracking an index of selected top 500 corporations. Initially, the index universe is screened to comprise solely of US firms listed on a domestic exchange whose free float is at least 10% of its total shares outstanding. These securities, which are all eligible for inclusion, are sorted and ranked in descending order according to market-cap. All securities in the top 500 are selected as constituents and are weighted in the same manner. The fund intends to utilize a replication strategy, which means it will invest all of its assets in the securities comprising the index. However, the adviser may use a sampling strategy if it is determined to be in the best interest of shareholders. At times, the fund may become concentrated in a particular sector or industry. The index is rebalanced quarterly. Prior to January 26, 2024, the fund tracked the Solactive GBS United States 500 Index. Before June 8, 2026, the fund traded using the symbol STRV.
公司网站 :
https://www.strivefunds.com/strv
总经理:-
建立时间:2022
公司总部:Strive 500 ETF
领域:Miscellaneous
行业:Investment trusts