Diversification - weighted investing
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Intech S&P Mid Cap Diversified Alpha ETF Surpasses $100 Million; Performance Underscores Structural Edge in SMID-Cap Core
Prnewswire· 2025-11-19 13:37
Core Insights - The Intech S&P Mid Cap Diversified Alpha ETF (SMDX) has surpassed $100 million in assets under management within its first year, a significant achievement as only 11% of active ETFs reach this milestone [1][2][3] - Intech's ETF lineup, including SMDX and its large-cap counterpart LGDX, now exceeds $225 million in combined assets, indicating strong market traction [1][2] - The active design of SMDX combines small-cap breadth with mid-cap stability, providing a core investment option for those seeking simple exposure with a performance edge [3] Performance Metrics - As of September 30, 2025, SMDX has shown impressive performance: 7.55% over the last three months, 18.37% over six months, and 13.02% since inception [4] - In comparison, the benchmark S&P 1000 Index recorded returns of 6.66% over three months, 13.21% over six months, and 7.82% since inception, highlighting SMDX's outperformance [4] Company Background - Intech has over 38 years of experience in systematic investing, managing $15 billion in assets as of September 30, 2025, and is known for its research-driven approach [5] - The company aims to bridge the gap between passive and active investing, offering strategies that leverage diversification and rebalancing [2][5]