Strategy Lineup: Choose the best

All strategies and research provided are strictly for financial professional use only and not to be shared with the public. Indexes are licensable through BX Index by financial professionals. Please contact BX Index for more details.
*Data as of Feb 28, 2026
**Factsheets updated Daily
Strategy Name
1Y Return*
3Y Ann. Return*
Holdings
Factsheet**
BX Dividend Yield + Momentum
50 Stocks
BX US SMID Cap Trend
Capture
30 Stocks
BX/FT American
Disciplined Small Cap
120 Stocks
BX/Thor International Equity Index
10 ETFs
BX/Syntax Cloud Compute Index
50 Stocks
BX Fantastic 5 Trend Capture
5 ETFs
BX/Adaptive US Growth-Value Rotation 10
10 Stocks
BX/Adaptive Growth-Value Rotation Strategy
30 Stocks + 1 ETF
BX US Large Cap Core
Index


50 Stocks
BX/FolioBeyond Dynamic Volatility Fixed Income


5-10 ETFs
BX US Large Cap
Momentum Index


50 Stocks
BX/Ascent Systematic Risk-Managed


20 Stocks
BX GB Market Smart Income Index
N/A
N/A
75-100 Stocks
BX GB Market Lite Index


120-200 Stocks
BX US SMID Core Equity
Index


50 Stocks
BX/Thor Low Volatility SDQ Index


3 ETFs
BX/FT American Disciplined MidCap


120 Stocks
BX/FT American Leaders Index


25 Stocks
BX/Syntax AI Index
N/A
N/A
50 Stocks
BX SMID Momentum Index


25 Stocks
BX Smart Alpha US Large-Cap Multi-Factor Strategy


48 Stocks
BX Smart Alpha US Tech & Innovation Strategy


36 Stocks
BX Smart Alpha US Large-Cap Growth Strategy


36 Stocks
BX Smart Alpha US Large-Cap Value


36 Stocks
BX US Low Volatility Equity Index


50 Stocks
BX/FT International Leaders Index


50 Stocks
BX/Thor Diversified Bond Index


4-10 ETFs
BX/Syntax Moat Index


50 Stocks
BX/Thor Next Gen Stock Index

8-12 Stocks
BX/Syntax Real Asset Ecosystem Index
N/A
N/A
50 Stocks
BX/Syntax Market Share Leaders Index


50 Stocks
i1 US MegaCap 10
N/A
N/A
10 Stocks
i1 US MegaCap 20


20 Stocks
i1 US MegaCap 30
N/A
N/A
30 Stocks
i1 US MegaCap 40
N/A
N/A
40 Stocks
i1 US MegaCap 50
N/A
N/A
50 Stocks
BX US Large Cap Trend Capture


30 Stocks
BX High Dividend Trend Capture


30 Stocks
BX Dynalogic Sector
Rotation Index


50 Stocks
BX/Thor Sector 100 Index


12 ETFs
BX/FT ValueMomentum™ Leaders


50 Stocks
BX US Dividend Growth
Titans 10


10 Stocks
BX US Dividend Growth
Titans 20


20 Stocks
BX Dividend Growth
Titans 50


50 Stocks
BX/Syntax Inflation Beneficiaries Index


50 Stocks
BX International
Momentum 10


10 Stocks or ADRs
BX International
Momentum 25


25 Stocks or ADRs
BX US Large Cap Momentum 10


10 Stocks
Syntax Defensive Index


50 Stocks
BX/AI Funds Tactical Growth


7 ETFs
BX/AI Funds S&P 500 AI Growth


1 ETF
BX-ARAM Systematic Active Fixed Income ETF Portfolio
N/A
N/A
N/A
BX/OPS Quality Factor Index


30-50 Stocks
BX/Adaptive US Growth-Value Rotation ETF


2-5 ETFs
BX AC World ex-US ex-EU


20 Stocks
BX EU Large Cap Momentum 20


20 Stocks
BX Adapt US Risk Hedge Index


<120 Stocks
BX Adapt US Risk Hedge ETF Index


3 ETFs
BX US Focus 10 Index
N/A
N/A
10 Stocks
BX/Boosted.ai Top 500 Tactical


30-50 Stocks
BX/Boosted.ai US Equity


25 Stocks
Strategy Name
1Y Return*
3Y Ann. Return*
Holdings
BX Dividend Yield + Momentum
50 Stocks
BX/Ascent Systematic Risk-Managed


20 Stocks
BX GB Market Smart Income Index
N/A
N/A
75-100 Stocks
BX GB Market Lite Index


120-200 Stocks
BX Smart Alpha US Large-Cap Value


36 Stocks
BX/Syntax Moat Index


50 Stocks
BX/Syntax Real Asset Ecosystem Index
N/A
N/A
50 Stocks
BX High Dividend Trend Capture
30 Stocks
BX/FT ValueMomentum™ Leaders


50 Stocks
BX US Dividend Growth
Titans 10


10 Stocks
BX US Dividend Growth
Titans 20


20 Stocks
BX Dividend Growth
Titans 50


50 Stocks
BX/Syntax Inflation Beneficiaries Index


50 Stocks
Syntax Defensive Index


50 Stocks
BX/OPS Quality Factor Index


30-50 Stocks
Index Name
1Y Return*
3Y Ann. Return*
Holdings
BX/Syntax Cloud Compute Index
50 Stocks
BX/Syntax AI Index
N/A
N/A
50 Stocks
BX Smart Alpha US Tech & Innovation Strategy


36 Stocks
BX/Thor Next Gen Stock Index

8-12 Stocks
Index Name
1Y Return*
3Y Ann. Return*
Holdings
BX US Large Cap Core
Index


50 Stocks
BX/Dynalogic Sector Rotation Index


50 Stocks
BX/FT American Leaders Index


25 Stocks
i1 US MegaCap 10
N/A
N/A
10 Stocks
i1 US MegaCap 20


20 Stocks
i1 US MegaCap 30
N/A
N/A
30 Stocks
i1 US MegaCap 40
N/A
N/A
40 Stocks
i1 US MegaCap 50
N/A
N/A
50 Stocks
Index Name
1Y Return*
3Y Ann. Return*
Holdings
BX/Boosted.ai Top 500 Tactical


30-50 Stocks
BX/Boosted.ai US Equity


25 Stocks
BX US Large Cap Momentum 10


10 Stocks
BX Smart Alpha US Large-Cap Multi-Factor Strategy

120 Stocks
BX/Syntax Market Share Leaders Index


50 Stocks
BX US Large Cap Momentum Index

50 Stocks
BX Smart Alpha US Large-Cap Growth Strategy
36 Stocks
BX US Large Cap Trend Capture


30 Stocks
Index Name
1Y Return*
3Y Ann. Return*
Holdings
BX/FT American Disciplined Mid Cap Index

120 Stocks
BX SMID Momentum Index


25 Stocks
BX US SMID Cap Trend Capture
30 Stocks
BX SMID Core Equity Index

50 Stocks
BX/FT American Disciplined Small Cap Index
120 Stocks
Index Name
1Y Return*
3Y Ann. Return*
Holdings
BX Adapt US Risk Hedge Index


<120 Stocks
BX Adapt US Risk Hedge ETF Index


3 ETFs
BX US Focus 10 Index
N/A
N/A
10 Stocks
BX/AI Funds Tactical Growth

7 ETFs
BX/AI Funds S&P 500 AI Growth


1 ETF
BX/Adaptive US Growth-Value Rotation ETF

2-5 ETFs
BX/Thor Sector 100 Index


12 ETFs
BX Fantastic Five Trend Capture
5 ETFs
BX/Thor Low Volatility SDQ Index


3 ETFs
BX US Low Volatility Equity Index


50 Stocks
BX/Adaptive Growth-Value Rotation Strategy
30 Stocks + 1 ETF
BX/Adaptive US Growth-Value Rotation 10
10 Stocks
Index Name
1Y Return*
3Y Ann. Return*
Holdings
BX/Thor International Equity Index
10 ETFs
BX/FT International Leaders Index


50 Stocks
BX International
Momentum 10

10 Stocks or ADRs
BX International
Momentum 25


25 Stocks or ADRs
BX AC World ex-US ex-EU

20 Stocks
BX EU Large Cap Momentum 20

20 Stocks
Index Name
1Y Return*
3Y Ann. Return*
Holdings
BX/FolioBeyond Dynamic Volatility Fixed Income


5-10 ETFs
BX/Thor Diversified Bond


4-10 ETFs
BX-ARAM Systematic Active Fixed Income ETF Portfolio
N/A
N/A
N/A
*Data as of Feb 28, 2026
DISCLAIMER
Performance Disclosure

All indexes and research provided are strictly for financial professional use only and not to be shared with the public. Indexes are licensable through BX Index by financial professionals.

Please see the index fact sheets for more information about any specific index, including launch date. Some of these indices contain data that reflect “hypothetical” or “back-tested” returns. All information prior to an index’s launch date is hypothetical(back-tested), not actual performance, and is based on the index methodology in effect on the index launch date applied to the universe at the time. Complete index methodology is available upon request. Back-tested performance reflects application of an index methodology and selection of index constituents with the benefit of hindsight and knowledge of factors that may have positively affected its performance and may be considered to reflect survivor bias. Actual returns may differ significantly from, and be lower than, back-tested returns. Past performance is not an indication of future results. Back-tested performance is for use with institutions/financial professionals only and is not for use with retail investors.

Index returns do not represent the actual trading of investable assets/securities. Index One maintains the index and calculates index levels and performance shown but does not manage actual assets. Returns shown do not reflect any sales charge or investment management fees that may have been paid.

General Disclaimer

BX Index and its third-party index providers do not provide investment or tax advice. BX Index and its third-party index providers make no representation or warranty, express or implied, as to the ability of any index to accurately represent its objective and they shall have no liability for any errors, omissions, or interruptions of any index or the data included therein. Past performance of an index is no guarantee of future results. All information provided is general in nature and not tailored to the needs of any person(s) or entities. BX Partners and its third-party index providers are not an investment nor tax advisor and make no representation regarding the advisability of investing in any specific index model for any client.
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