Syntax Stratified Indices

Syntax Stratified Food Index

Index Facts

Number of Constituents 50
Strategy Stratified-Weight
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYFOOD
Index Inception Date December 27, 2016
Base Index Value 100
Total Return Index Value (as of 11/12/2018) 2479.16

Index Description

The Syntax Stratified Food Index is a stratified-weight index of S&P 900 companies that operate in the food sector. It uses Syntax’s patented methodology to control exposure to related business risks (RBRs). The Syntax Sector Indices hold the constituents of the S&P 900, with every constituent in the S&P 900 assigned to exactly one sector index.

Index Performance

Multi-Horizon Returns (% as of 09/30/18)

YTD3Q181Y3Y5Y7Y10YSince 12/20/91
Stratified Food3.52.816.010.613.116.915.912.6
Cap-weighted Food-

Annual Index Performance (% as of 09/30/18)

Stratified Food12.611.111.119.335.314.317.027.128.4-18.5
Cap-weighted Food16.58.111.613.324.

Index Statistics (as of 09/30/18)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Food12.61.211.9619.94.97
Cap-weighted Food11.01.062.7819.95.91

Top Holdings (as of 09/30/18)

CompanyWeight (%)
Sysco Corporation4.24
Costco Wholesale Corporation4.23
Sprouts Farmers Markets Inc.4.20
Starbucks Corporation4.18
Walmart Inc.4.14
Chipotle Mexican Grill Inc.4.11
Kroger Co.4.11
United Natural Foods Inc.4.09
Ingredion Incorporated3.19
Archer-Daniels-Midland Company3.17