SGRT is actively managed and invests in US companies, focusing on large-cap firms with a market-cap of $10 billion or more. Starting with the 850 largest US equities, a proprietary ranking process identifies the top 40% based on sales growth, new products, and quarter-over-quarter earnings. Short-term sales, revenue, and earnings growth are also analyzed using third-party stock evaluation tools to narrow the pool to 100 candidates. The fund selects 30 stocks, weighted by market-cap, with individual positions capped at 12% and a minimum of 1% of total assets. Companies are chosen for their above-market earnings growth potential relative to the S&P 500 Index benchmark. The fund invests across various market sectors without constraints. Positions are reassessed monthly.

ประเภทสินทรัพย์

Equity

ผู้ออกกองทุน

Smart

ประเทศที่จดทะเบียน

US

วันที่จัดตั้ง

20 ส.ค. 2568

ISIN

US8863651050