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Intech S&P Small-Mid Cap Diversified Alpha (SMDX) ETF Holdings & Analysis
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What SMDX does
Under typical market conditions, the fund is structured to allocate a minimum of 80% of its total capital (which includes both its net assets and any borrowed funds designated for investment) to American companies that fall into the small and mid-capitalization categories. The fund management defines eligible small-cap and mid-cap U.S. companies as those currently within the market capitalization range of the S&P 1000 Index.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| Tenet Healthcare Corp | 1.33% | |
| Jones Lang LaSalle Inc | 1.15% | |
| HF Sinclair Corp | 1.02% | |
| XPO Inc | 0.93% | |
| nVent Electric PLC | 0.89% | |
| Medpace Holdings Inc | 0.84% | |
| East West Bancorp Inc | 0.84% | |
| Sensata Technologies Holding PLC | 0.84% | |
| Lamar Advertising Co | 0.83% | |
| US Foods Holding Corp | 0.82% |
Geographic allocation
| United States | 96.41% |
| Sweden | 0.06% |
| Bermuda | 0.80% |
| Other | 0.32% |
| Cayman Islands | 0.32% |
| United Kingdom | 1.32% |
| Ireland | 0.37% |
| Singapore | 0.09% |
| Puerto Rico | 0.25% |
| Switzerland | 0.04% |
PortView Portfolio Insights
PortView analyzes how SMDX fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze SMDX in PortView →Related securities
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Frequently asked questions
- What does SMDX track?
- SMDX is the Intech S&P Small-Mid Cap Diversified Alpha ETF, a Other ETF.
- What is the expense ratio of SMDX?
- Expense ratio data for SMDX is shown on the page when available from our data provider.
- What are the largest holdings in SMDX?
- Top holdings include THC, JLL, DINO, XPO, NVT.
- How can PortView analyze SMDX overlap with other ETFs?
- PortView computes the holdings overlap between SMDX and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.