Model: suhwan3/mini-lm-stage1_only_etf
Author: suhwan3
Pipeline: sentence-similarity
Library: sentence-transformers
Tags: sentence-transformers, safetensors, bert, sentence-similarity, feature-extraction, generated_from_trainer, dataset_size:2752, loss:TripletLoss, dataset:suhwan3/stage1_v1, arxiv:1908.10084, arxiv:1703.07737, base_model:sentence-transformers/all-MiniLM-L12-v2, base_model:finetune:sentence-transformers/all-MiniLM-L12-v2, text-embeddings-inference, endpoints_compatible, region:us
Base models (finetune): id: sentence-transformers/all-MiniLM-L12-v2
Card metadata: tags: sentence-transformers, sentence-similarity, feature-extraction, generated_from_trainer, dataset_size:2752, loss:TripletLoss
base_model: sentence-transformers/all-MiniLM-L12-v2
widget: source_sentence: The First Trust Financials AlphaDEX ETF (FXO) employs a strategic management approach aimed at delivering investment results that align with the StrataQuant® Financials Index. The ETF focuses primarily on large- and mid-cap U.S. financial stocks, investing at least 90% of its net assets in securities derived from the Russell 1000® Index. Utilizing the AlphaDEX® selection methodology, FXO identifies and targets stocks poised to generate positive alpha by applying a multi-factor, quantitative model. This model assesses potential outperformers on a risk-adjusted basis, which facilitates the selection of securities that are then tiered and equal-weighted, leading to a mid-cap bias and occasional tilts toward non-financial sectors. The ETF undergoes a reconstitution and rebalancing process on a quarterly basis, with the objective of outperforming traditional passive indices, thereby enhancing returns for investors while maintaining a focus on the financial sector.
sentences: The SPDR S&P Software & Services ETF (XSW) employs a strategic management approach aimed at closely tracking the performance of the S&P Software & Services Select Industry Index. By utilizing a sampling strategy, XSW invests a minimum of 80% of its total assets in securities that fall within this index, which represents a focused segment of the broader S&P Total Market Index, specifically targeting the software and services sectors. To address the concentration risks often associated with large-cap companies in the software industry, XSW adopts an equal-weighted methodology. This approach mitigates the influence of larger firms and allows for greater exposure to smaller, growth-oriented companies. Consequently, the ETF encompasses a diverse array of software and services firms, with a particular emphasis on the services sector. The index undergoes quarterly rebalancing, ensuring that the portfolio remains diversified and aligned with its investment objectives, thereby providing investors with a balanced exposure to this dynamic industry., The Direxion Energy Bull 2X Shares (ERX) ETF is strategically designed to provide investors with 200% of the daily performance of the S&P Energy Select Sector Index. This index encompasses large-cap U.S. energy companies, focusing on sectors such as oil, gas, consumable fuels, and energy equipment and services. To achieve its leveraged exposure, the fund allocates at least 80% of its net assets into financial instruments like swap agreements and securities that directly track the performance of the index. As a non-diversified and market-cap-weighted fund, ERX is concentrated in a limited number of dominant firms within the energy sector. The ETF is primarily intended for short-term trading, as it rebalances daily to maintain its leverage. Investors should be aware that the returns of ERX can be volatile and unpredictable over longer time frames due to factors like compounding and path dependency, making it suitable for those with a high risk tolerance and a short investment horizon., The Direxion Financial Bull 3X Shares ETF (FAS) is strategically designed to deliver 300% of the daily performance of the Financials Select Sector Index, utilizing a 3x leveraged exposure framework. This ETF is managed with a focus on short-term tactical opportunities, employing daily rebalancing to align with the index's movements. FAS allocates at least 80% of its net assets in a range of financial instruments, including swap agreements, direct securities of the index, and ETFs that mirror the index's composition. The targeted sectors encompass a broad spectrum of the financial industry, such as financial services, insurance, banking, capital markets, mortgage real estate investment trusts (REITs), and consumer finance. Given its non-diversified nature and reliance on leverage, FAS is primarily suitable for investors seeking short-term gains and is not recommended for long-term holding due to the potential compounding effects and path dependency associated with leveraged investments., source_sentence: The ProShares Big Data Refiners ETF (DAT) aims to track the performance of the FactSet Big Data Refiners Index, focusing on global companies involved in managing, storing, using, and analyzing large structured and unstructured datasets. The fund invests at least 80% of its assets in index components or similar instruments, targeting companies that derive at least 75% of their revenue from big data activities, with adjustments if fewer than 25 companies meet this threshold. It employs a market-cap-weighted approach, capping individual securities at 4.5%, and includes firms from developed and emerging markets with a minimum market cap of $500 million and a three-month average daily trading value of at least $1 million. The index is reconstituted and rebalanced semiannually in June and December, and the fund is non-diversified.
sentences: The Invesco S&P SmallCap Information Technology ETF (PSCT) is designed to replicate the investment performance of the S&P SmallCap 600 Capped Information Technology Index, allocating a minimum of 90% of its total assets to the securities within this index. This index, curated by S&P Dow Jones Indices, evaluates the performance of U.S. small-cap firms in the information technology sector, as categorized by the Global Industry Classification Standard. PSCT provides focused exposure to small-cap technology companies across various industries, including computer hardware, software, internet services, electronics, semiconductors, and communication technologies. The fund employs a market-cap-weighted approach, with individual security weights capped at 22.5% and the total weight of securities exceeding 4.5% limited to 45% of the portfolio. To preserve its focus on size, liquidity, and financial viability, the index is rebalanced quarterly, ensuring an adaptive investment strategy that aligns with evolving market conditions., The ALPS Active REIT ETF (ticker: REIT) is a type of investment fund that aims to make money through both income from dividends and increases in the value of its investments. It primarily invests at least 80% of its money in stocks of U.S. Real Estate Investment Trusts (REITs), which are companies that own and manage real estate properties. The fund mainly focuses on common stocks of these REITs but also puts some money into other types of real estate-related stocks, like preferred stocks and companies that operate in real estate. The fund's managers use a special method to assess the true value of the properties and the REITs to make informed investment choices. It's important to note that this ETF is non-diversified, meaning it doesn't spread its investments across many different areas. Additionally, it changed its structure to a more transparent format on August 22, 2023., The First Trust Amex Biotech Index ETF (FBT) aims to replicate the performance of the NYSE Arca Biotechnology Index by investing at least 90% of its net assets in the index's securities. This equal-dollar weighted index comprises 30 leading biotechnology companies, offering exposure to firms involved in biological processes for product development and services. FBT's portfolio, reconstituted and rebalanced quarterly, provides a concentrated yet broad exposure to the biotech sector, potentially including pharmaceuticals and medical technology. The ETF's strategy ensures a diversified investment in the dynamic biotech industry, reflecting both price and yield movements before fees and expenses., source_sentence: The First Trust Utilities AlphaDEX ETF (FXU) seeks to achieve investment results that correspond to the StrataQuant® Utilities Index, focusing on large- and mid-cap utility firms in the US. The fund invests at least 90% of its net assets in securities from the index, which is a modified equal-dollar weighted index derived from the Russell 1000® Index. FXU employs the AlphaDEX® selection methodology, using a quant-based model to select stocks based on growth and value metrics, aiming to generate positive alpha. This smart beta approach results in a portfolio with a significant tilt toward mid-caps and includes a notable allocation to telecom companies. The index is reconstituted and rebalanced quarterly, offering a strategic alternative to traditional market-like sector exposure.
sentences: The Goldman Sachs Future Consumer Equity ETF (GBUY) is an actively managed investment vehicle aimed at delivering long-term capital appreciation by allocating a minimum of 80% of its net assets to equity securities of both U.S. and international companies. This ETF strategically targets global equities that resonate with the evolving preferences and spending patterns of younger consumers, with a strong emphasis on key themes such as technology adoption and lifestyle choices. GBUY utilizes a fundamental investment approach, where the adviser plays a pivotal role in identifying companies with robust growth potential and attractive valuations, without limitations on market capitalization or geographic location. As a non-diversified fund, GBUY possesses the flexibility to adjust its thematic investments over time, ensuring responsiveness to the ever-changing landscape of consumer trends. This dynamic approach allows investors to gain exposure to innovative sectors that are shaping the future of consumer behavior., The Fidelity MSCI Utilities Index ETF (FUTY) is strategically designed to mirror the performance of the MSCI USA IMI Utilities 25/50 Index, which encompasses the U.S. utilities sector. The management strategy emphasizes a market-cap-weighted approach, directing at least 80% of the fund's assets into securities that align with this index. While the ETF may not replicate every security within the index, it adheres to strict diversification guidelines mandated by the U.S. Internal Revenue Code. This includes a limit where no single issuer exceeds 25% of the fund's assets and the combined weight of issuers over 5% is capped at 50%. By focusing exclusively on the utilities sector, FUTY targets companies involved in essential services such as electric, gas, and water utilities, as well as renewable energy providers. This sector concentration allows for a nuanced investment strategy that can capitalize on the specific dynamics of the utilities market. FUTY competes with similar offerings, such as Vanguard's VPU, providing investors with liquidity and the potential for modest trading spreads., The Global X U.S. Infrastructure Development ETF (PAVE) aims to replicate the performance of the Indxx U.S. Infrastructure Development Index by allocating a minimum of 80% of its assets to the index's underlying securities. This market-cap-weighted index targets U.S.-listed companies that generate over 50% of their revenue from domestic infrastructure development. PAVE encompasses a diverse range of sectors, including construction, engineering, raw materials production, industrial transportation, and heavy construction equipment, while deliberately excluding Master Limited Partnerships (MLPs), Real Estate Investment Trusts (REITs), and Business Development Companies (BDCs). The ETF employs a strategy of diversification through annual reconstitution and rebalancing, maintaining a single security cap of 3% and a minimum allocation of 0.3%. This approach ensures exposure to a balanced mix of large-, mid-, and small-cap companies, aligning with key investment themes in the U.S. infrastructure landscape., source_sentence: The First Trust Nasdaq Transportation ETF (FTXR) seeks to replicate the performance of the Nasdaq US Smart Transportation TM Index by allocating a minimum of 90% of its net assets to the securities within the index. This non-diversified fund strategically targets 30 U.S. transportation companies, carefully selected for their liquidity and ranked based on key criteria such as growth, value, and volatility. The ETF encompasses a diverse range of sectors within transportation, including delivery, shipping, railroads, trucking, and airlines. The weighting of each stock in the portfolio is based on its growth potential, value proposition, and historical price stability, ensuring that no single investment exceeds 8% of total holdings. To maintain its strategic alignment, the index is reconstituted annually and rebalanced quarterly, reinforcing FTXR's focus on capturing essential trends in the transportation sector.
sentences: The WisdomTree Trust WisdomTree Bat ETF (WBAT) utilizes a passive management approach to replicate the performance of the WisdomTree Battery Value Chain and Innovation Index. This index provides comprehensive global exposure to firms primarily engaged in battery and energy storage solutions (BESS) and related innovations. The ETF strategically targets four critical sectors of the value chain: raw materials, manufacturing, enabling technologies, and emerging innovations. To qualify for inclusion, companies must generate at least 50% of their revenue from these areas or from innovative activities. The index employs a multi-factor methodology, assessing companies based on their level of involvement in the sector and a composite risk score, while imposing a 3.5% cap on individual issuers to mitigate concentration risk. As a non-diversified fund, WBAT rebalances semi-annually, ensuring its alignment with the index's tier-weighted framework., The Invesco Pharmaceuticals ETF (PJP) is an investment fund that focuses on U.S. pharmaceutical companies. These are businesses involved in making and selling medications. The goal of the ETF is to follow the performance of a specific index that tracks these pharmaceutical companies. 

The fund puts at least 90% of its money into stocks from this index, which includes around 30 companies. To choose which stocks to invest in, it uses a special method that looks at factors like how well a stock's price is doing, how companies are performing financially, and their overall value. This approach often favors smaller and mid-sized companies rather than very large ones, which helps spread out the risk.

The ETF is re-evaluated and adjusted every few months (in February, May, August, and November) to keep it aligned with the index. It is considered non-diversified, meaning it focuses on a specific area rather than a wide range of sectors. Before August 28, 2023, this ETF was called the Invesco Dynamic Pharmaceuticals ETF., The Vanguard Real Estate ETF (VNQ) employs a strategic management approach aimed at generating substantial income and moderate long-term capital appreciation by closely tracking the MSCI US Investable Market Real Estate 25/50 Index. This index encompasses a diverse range of publicly traded equity Real Estate Investment Trusts (REITs) and other real estate-related entities within the United States. VNQ's investment strategy involves allocating nearly all of its assets to the stocks that comprise the index, meticulously maintaining each stock's proportional weighting to ensure alignment with index performance. The fund primarily targets the commercial REIT sector, displaying a notable bias toward this area over specialized REITs, which allows for focused exposure to income-generating properties such as office buildings, retail spaces, and industrial facilities. Despite the minor inconvenience of monthly holdings disclosure, VNQ is recognized for its efficient management practices, often resulting in actual costs that fall below its stated expense ratio. It is important to note that distributions from the fund are taxed as ordinary income, consistent with typical REIT investment structures., source_sentence: The KraneShares Emerging Markets Consumer Technology ETF (KEMQ) aims to track the Solactive Emerging Market Consumer Technology Index, investing at least 80% of its net assets in instruments within or similar to its underlying index. This index comprises the equity securities of the 50 largest companies by market capitalization, primarily from emerging and frontier markets, focusing on the consumer and technology sectors. KEMQ offers concentrated exposure to emerging market tech companies, selected by a committee and tier-weighted based on market cap. The largest 10 securities are weighted at 3.5% each, the next 20 at 2.5% each, and the remaining 20 at 0.75% each. The index is reviewed and adjusted quarterly to ensure it reflects the most relevant market opportunities.
sentences: The First Trust Consumer Discretionary AlphaDEX® ETF (FXD) is designed to outperform the US consumer discretionary sector by tracking the StrataQuant® Consumer Discretionary Index. This index is a modified equal-dollar weighted benchmark that selects stocks from the Russell 1000® using the innovative AlphaDEX® methodology. This approach incorporates both value and growth criteria to identify stocks with the potential for positive alpha. FXD strategically invests at least 90% of its net assets in these selected securities, resulting in notable mid-cap exposure and distinct industry tilts that differentiate it from traditional sector-focused investments. The fund employs a quasi-active selection process, reconstituted and rebalanced on a quarterly basis, making it an appealing choice for investors seeking higher returns rather than mere sector replication., The Invesco S&P 500 Equal Weight Health Care ETF (RSPH) is an investment fund that aims to match the performance of a specific group of health care companies in the S&P 500. This ETF puts most of its money—at least 90%—into stocks of these health care companies. The goal is to give investors a way to invest in the health care sector, which includes everything from pharmaceuticals to medical devices. 

What makes this ETF special is its equal weight strategy. This means that each company in the fund has the same importance in the performance of the ETF, regardless of how big or small it is. This approach helps to spread risk, as it prevents any one company from having too much influence on how the ETF performs. Overall, RSPH offers a balanced way to invest in health care stocks without being overly dependent on a few large companies., The SPDR S&P Global Infrastructure ETF (GII) employs a strategic management approach aimed at closely tracking the S&P Global Infrastructure Index. To achieve this, the ETF allocates a minimum of 80% of its assets to the securities included in the index and their related depositary receipts. The index comprises 75 of the largest publicly listed infrastructure companies worldwide, selected based on stringent investability criteria. GII specifically targets firms within the energy, transportation, and utility sectors, maintaining a diversified portfolio with a composition of 30 transportation companies, 30 utility companies, and 15 energy companies. To enhance diversification and mitigate concentration risk, sector weights are capped at 40% for transportation and utilities, and 20% for energy. Furthermore, the fund limits the weight of any single security to a maximum of 5%. Within each sector, stocks are weighted according to market capitalization. GII undergoes substantial adjustments during its semi-annual rebalancing, ensuring alignment with the evolving market landscape while adhering to its investment strategy.
datasets: suhwan3/stage1_v1
pipeline_tag: sentence-similarity
library_name: sentence-transformers
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Created: 2025-04-17 11:53:24