FUND NAME AND TICKER
The ETF tracks the Richard Bernstein Advisors American Industrial Renaissance Index, aiming to replicate the performance of its constituent stocks and deliver returns aligned with the index.
Tracks an index excluding firms with over 25% overseas revenue, concentrating on Russell 2500 industrials to ensure portfolio growth reflects U.S. capital spending and domestic demand rather than multinational exposure.
Index constituents include mid cap industrials (infrastructure, engineering, machinery, electrical equipment) alongside community banks from traditional manufacturing states, forming a “manufacturing revival + financial support” dual engine structure.
Requires companies to have positive 12 month forward earnings expectations. Single stock weight capped at 4%, with quarterly rebalancing for dynamic adjustment and concentration risk management.
TOP HOLDINGS
(as of 15 June 2026)
YEAR TO DATE RETURNS
PRICE CHART
(Source: Bloomberg)
FUND NAME AND TICKER
The ETF tracks the S&P U.S. Manufacturing Select Index, aiming to replicate the performance of its constituent stocks and deliver returns aligned with the index.
Focuses on large cap blue chip leaders such as Eaton, Caterpillar, Deere, and Honeywell. Constituents are primarily companies with high U.S. domestic revenue, directly reflecting U.S. manufacturing conditions.
Unlike ETFs limited to conventional industrials, this portfolio also includes tech hardware, autos & components, and selected semiconductor equipment — benefiting from both heavy machinery demand and high tech automation upgrades.
Holds 114 stocks with broad diversification. Largest single position is under 5%, reducing the impact of any one company.
TOP HOLDINGS
(as of 15 June 2026)
YEAR TO DATE RETURNS
PRICE CHART
(Source: Bloomberg)
