index description:
The SEG US Aggressive Equity Index is design to give investors active all-cap US equity exposure. The index is constructed from the top 60 rank holdings in our US Aggressive Equity proprietary model. The index is updated quarterly in February, May, August, and November.
- Eligible securities: Equity securities trading on US exchanges that pass our liquidity measures.
- Holdings: 60
- Individual security max weight: 8%
- Turnover Target: 10% – 40%
- Typical Beta: 1.20 – 1.40
- Inception Date: May 31, 2023
performance:
| QTR | 1-Year | 3-Year | 5-Year | Since Inception | |
|---|---|---|---|---|---|
| SEG US Aggressive Equity Index | 9.41% | – | – | – | 33.16% |
| iShares Russell 3000 ETF | 9.98% | 29.12% | 9.62% | 14.15% | 26.54% |