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.
