Allocation
and Resiliency
Two Intech ETFs allow tax-loss harvesting opportunities without sacrificing seamless market exposure.
This table is for informational purposes only and does not constitute an investment recommendation. Investors should consult with a financial professional to determine suitability based on their objectives and risk tolerance. Tax implications of ETF investments vary based on individual circumstances. Investors should consult a tax professional for advice regarding their personal tax situation.
Unlike many multi-cap ETFs that blend small, mid, and large caps into a single exposure, Intech ETFs provide better control over allocations—allowing investors to adjust positioning based on market conditions.
What are the ticker symbols for Intech ETFs?
Intech offers two ETFs:
- LGDX – Intech S&P Large Cap Diversified Alpha ETF
- SMDX – Intech S&P Small-Mid Cap Diversified Alpha ETF
Both trade on NYSE Arca and can be bought or sold like any publicly listed stock.
Where can I invest in Intech ETFs?
Intech ETFs are available on NYSE Arca and can be purchased through most brokerage platforms. If your preferred platform does not currently support these ETFs, reach out to your brokerage for availability.
What is the minimum investment for Intech ETFs?
There is no minimum investment requirement. Investors can purchase as few or as many shares as they choose, depending on their brokerage account.
How do Intech ETFs fit into a portfolio?
Intech ETFs are designed to serve as a core U.S. equity allocation, enhancing a passive allocation or complementing active strategies. By balancing risk contributions across holdings, they can reduce concentration risk present in conventional cap-weighted ETFs while maintaining broad market exposure.
I already use an index ETF—why would I need this?
Traditional cap-weighted index ETFs concentrate exposure in the largest stocks, leading to potential imbalances. Intech ETFs rebalance systematically, seeking to avoid excessive reliance on a handful of stocks and provide more diversified risk-adjusted exposure while maintaining benchmark alignment.
How do Intech ETFs differ from factor-based strategies?
Unlike factor-driven ETFs—passive or active—Intech ETFs dynamically rebalance based on volatility and portfolio diversification needs. This approach aims to avoid cyclicality and crowding risks often associated with factor-based investing.
Can Intech ETFs be used in model portfolios?
Yes. Intech ETFs provide diversified exposure while maintaining a low tracking error to their benchmarks. Their alignment with S&P® Indexes allows for a strong fit in asset allocation models, making them well-suited for model portfolios.
How does this strategy compare to direct indexing?
Direct indexing offers customization but potentially comes with higher operational complexity and costs. Intech ETFs provide an efficient, alternative without the need to manage individual securities.
Are these ETFs liquid enough to trade?
ETF liquidity is driven by the underlying holdings, not just average daily trading volume. Intech ETFs invest in highly liquid large- and small-mid cap stocks of S&P® Indexes, designed to provide liquidity in line with the underlying market’s liquidity, even at launch.
Are Intech ETFs tax-efficient despite frequent rebalancing?
Yes. Intech ETFs benefit from the ETF structure’s in-kind creation and redemption process, which helps minimize capital gains distributions. This feature allows the fund to adjust its holdings efficiently without triggering taxable events for shareholders under normal circumstances—maintaining the tax efficiency that ETFs are known for. As with any ETF investment, tax implications depend on individual circumstances. Investors should consult a tax professional for personalized advice. Intech ETFs are available on NYSE Arca and can be purchased through most brokerage platforms. If your preferred platform does not currently support these ETFs, reach out to your brokerage for availability.
Are Intech ETFs actively managed?
They combine the broad market access of passive indexing with the potential to enhance returns—without the high costs of traditional active management. Intech ETFs deliver Passive Simplicity. Active Results. They are not passive index trackers, nor do they rely on subjective stock-picking. Instead, they follow a systematic, process that rebalances portfolio weights, seeking to improve risk-adjusted returns while maintaining alignment with trvaust S&P® benchmarks.
Will Intech ETFs work in different market environments?
Yes. Because the rebalancing process is systematic and responsive to market conditions, Intech ETFs are designed to adapt dynamically without making active directional bets—seeking to function effectively across various environments. Intech ETFs are available on NYSE Arca and can be purchased through most brokerage platforms. If your preferred platform does not currently support these ETFs, reach out to your brokerage for availability.
What market environments are more challenging for Intech ETFs?
Like any investment strategy, Intech ETFs perform differently across market conditions. Periods of extreme momentum—where a small number of mega-cap stocks dominate returns—can be less favorable for Intech’s approach. By prioritizing diversification, the strategy may lag in markets that reward concentrated exposures, but aims for consistency across full cycles.
However, over full market cycles, rebalancing back toward a more diversified risk contribution across stocks has historically improved consistency in returns, helping investors manage risk while maintaining broad market exposure.
Do Intech ETFs pay dividends?
Dividends are distributed based on the underlying holdings in the ETFs. Distribution schedules and amounts may vary. Investors can check the fund documents for details on yield and payout history.
What are the fees associated with Intech ETFs?
Intech ETFs offer competitive expense ratios while providing more than just passive market exposure. Unlike traditional index ETFs, which simply track cap-weighted benchmarks, Intech ETFs actively rebalance to enhance diversification and manage risk concentration—without the high costs of traditional active management.
Intech ETFs seek to provide cost-effective market exposure while managing risks through improved diversification and systematic rebalancing. Specific fee details can be found in the fund prospectus and fact sheets.
What brokerage firms and wealth managers offer Intech ETFs ?
Intech is working with multiple brokerage platforms and wealth managers to expand access to Intech ETFs . If your custodian does not currently offer Intech ETFs , you may be able to request availability.
Where can I find more detailed information about Intech ETFs?
Investors can review fund prospectuses, fact sheets, and performance data on the Intech ETFs website.
For Individual Investors
info@intechinvestments.com
For Financial Advisors & Institutions
advisors@intechinvestments.com