/C O R R E C T I O N -- Intech ETFs/

Rhea-AI Summary

Intech (NYSE:LGDX) marked the one-year anniversary of its ETF lineup on March 4, 2026, reporting $250 million in combined assets under management across LGDX and SMDX.

The ETFs trade on the New York Stock Exchange and target benchmark-aware, diversification-driven equity exposure amid continued U.S. market concentration.

Positive

• $250 million combined assets under management at one year
• Both ETFs trade on NYSE, broadening distribution access
• Systematic, diversification-driven approach avoids individual stock forecasts

Negative

• Ongoing market concentration may limit index diversification benefits

News Market Reaction – LGDX

+0.93%

1 alert

+0.93% News Effect

On the day this news was published, LGDX gained 0.93%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

In the news release, Intech ETFs Mark First Anniversary with $250 Million in Assets Amid Ongoing Market Concentration, issued 04-Mar-2026 by Intech ETFs over PR Newswire, we are advised by the company that changes have been made. The complete, corrected release follows, with additional details at the end:

Intech ETFs Mark First Anniversary with $250 Million in Assets Amid Ongoing Market Concentration

WEST PALM BEACH, Fla., March 4, 2026 /PRNewswire/ -- Intech today announced that its exchange-traded fund lineup has surpassed $250 million in combined assets under management, marking a significant milestone as the Intech S&P Large Cap Diversified Alpha ETF (LGDX) and the Intech S&P Small-Mid Cap Diversified Alpha ETF (SMDX) reach their one-year anniversary. Both ETFs trade on the New York Stock Exchange (NYSE).

The milestone reflects demand from financial advisors and institutional allocators seeking systematic approaches to core equity exposure amid evolving market structure dynamics.

Over the past year, U.S. equity markets have remained highly concentrated, with a narrow group of stocks accounting for a disproportionate share of index weight and index risk. Periods of elevated dispersion and episodic volatility have prompted advisors to reassess how core exposure is constructed, monitored, and governed within diversified portfolios.

"Crossing $250 million within our first year is an important milestone for Intech's institutional process in the ETF structure," said Dr. José Marques, CEO of Intech. "Our approach draws on principles rooted in Stochastic Portfolio Theory, emphasizing diversification and rebalancing as potential return sources. Advisors are increasingly focused on how portfolios are built — not just what they hold."

Intech's ETFs are designed to maintain benchmark-aware exposure while systematically redistributing risk across the index holdings. Rather than relying on individual stock forecasts, the strategies apply a disciplined framework that seeks to harness volatility and correlation dynamics within core equity allocations.

• LGDX provides large-cap U.S. equity exposure through a disciplined, diversification-driven process.
• SMDX applies the same framework to small- and mid-cap equities, where breadth and volatility can create conditions suitable for Intech's approach.

"The first year has reinforced the importance of portfolio structure," said André Prawoto, Head of Strategy at Intech. "As concentration levels remain elevated, advisors may be evaluating whether core equity exposure should be more intentionally governed. Our ETFs offer a systematic framework designed to complement traditional passive and active approaches."

The ETFs are available across major custodial and brokerage platforms for use in advisor and institutional portfolios.

As the firm enters its second year in the ETF market, Intech remains focused on disciplined portfolio engineering and expanding advisor access to its systematic framework.

About Intech

For over three decades, Intech has specialized in systematic equity investing grounded in the principles of Stochastic Portfolio Theory. The firm's approach emphasizes diversification, disciplined rebalancing, and structural portfolio design. Through Intech ETFs, this institutional framework is now accessible in a transparent, exchange-traded format designed for scalable use in core equity allocations.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Funds, visit www.IntechETFs.com. Read the prospectus or summary prospectus carefully before investing.

PRINCIPAL RISKS: Investing involves risk, including the possible loss of principal. There is no guarantee the Fund will achieve its investment objective. Because the value of your investment in the Fund will fluctuate, there is a risk that you may lose money. The Funds' principal risks include equity market risk, volatility risk, and market capitalization risk. Equity Market Risk: Stock prices can fluctuate significantly due to economic, political, and market conditions. The Fund's investments in equities may experience sudden declines or prolonged downturns. Volatility Risk: The Fund's strategy leverages stock price volatility to optimize index exposure, but market swings can be unpredictable. High volatility may lead to short-term price fluctuations that could impact performance, particularly during periods of extreme market stress. Market Capitalization Risk: Large-cap stocks may be less volatile but offer slower growth. Small- and mid-cap stocks can experience higher volatility and liquidity risks.

Diversification may not protect against market risk or principal loss. It does not guarantee a profit or protect against losses in declining markets.

ETFs trade like stocks, fluctuate in value, and may trade at bid-ask spreads or at a premium or discount to NAV, particularly during periods of market stress. Brokerage commissions and fund expenses will reduce returns.

The S&P 500^® is an S&P Dow Jones Indices LLC ("SPDJI") product, licensed for use by Intech. S&P^® and S&P 500^®, The 500™, US 500™ and other index names are trademarks of S&P Global, used under license. Intech ETFs are not sponsored or sold by SPDJI, S&P Global, or their affiliates, which make no representation regarding investing. Indices are unmanaged, do not reflect fees, and are not available for direct investment.

Intech is the sub-advisor to Intech ETFs. Intech ETFs are distributed by Foreside Fund Services, LLC, which is not affiliated with Intech.

Investment Products: Not FDIC Insured • Not Bank Guaranteed • May Lose Value • Intech does not have any bank affiliates.

Correction: The ticker symbol "(LDGX)" has been updated to ("LGDX").

View original content to download multimedia:https://www.prnewswire.com/news-releases/intech-etfs-mark-first-anniversary-with-250-million-in-assets-amid-ongoing-market-concentration-302703925.html

SOURCE Intech ETFs

FAQ

What milestone did Intech ETFs (LGDX, SMDX) reach on March 4, 2026?

They surpassed $250 million in combined assets within the first year. According to the company, this reflects advisor and institutional demand for systematic, diversification-focused core equity solutions amid market concentration.

How does LGDX differ from traditional large-cap index ETFs?

LGDX uses a discipline-driven diversification process rather than single-stock forecasts. According to the company, the fund seeks benchmark-aware exposure while redistributing risk across index holdings using stochastic portfolio principles.

Where are Intech ETFs LGDX and SMDX listed and available for investors?

Both ETFs trade on the New York Stock Exchange and are available across major custodial and brokerage platforms. According to the company, they are positioned for advisor and institutional use in diversified portfolios.

Why are advisors considering Intech ETFs like LGDX and SMDX in 2026?

Advisors are reassessing core exposure due to elevated concentration and episodic volatility in US equities. According to the company, its ETFs offer a systematic framework emphasizing diversification and rebalancing as potential return sources.

What asset exposure does SMDX provide and what is its strategy?

SMDX provides small- and mid-cap U.S. equity exposure using the same diversification-driven framework as LGDX. According to the company, the strategy targets breadth and volatility dynamics where the approach may be suitable.