Ruk Strategic Growth ETF

Ruk Strategic Growth ETF is an exchange-traded fund that seeks to track the total return performance of the Ruk Strategic Growth Index, a proprietary benchmark focused on U.S. large-cap equities. Launched by RUK Funds in collaboration with index provider VettaFi, it employs a fully systematic, rules-based strategy starting with the 1,000 largest U.S.-listed companies, excluding ADRs for consistency. The fund applies a multi-factor screen blending growth and value signals: growth factors include forward momentum, price trends, revenue expansion, valuation metrics, profitability, and asset growth, while value factors assess cash flow efficiency and EBITDA relative to enterprise value. These are combined into a composite score with a tilt toward higher-growth names, weighted by a proprietary model incorporating volatility controls to balance exposure across market cycles. The portfolio, comprising around 233 securities, maintains significant allocation to Information Technology alongside diversified holdings, using passive replication or representative sampling for efficiency. Headquartered in New York, New York, Ruk Strategic Growth ETF offers investors a disciplined alternative to traditional large-cap benchmarks through its factor-driven approach.