Syntax Stratified Indices

Syntax Stratified Healthcare Index

Index Facts

Number of Constituents 102
Strategy Stratified-Weight
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYHLTH
Index Inception Date December 27, 2016
Base Index Value 100
Total Return Index Value (as of 07/19/2018) 4067.57

Index Description

The Syntax Stratified Healthcare Index is a stratified-weight index of S&P 900 companies that operate in the healthcare 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 06/30/18)

YTD2Q181Y3Y5Y7Y10YSince 12/20/91
Stratified Healthcare3.
Cap-weighted Healthcare2.

Annual Index Performance (% as of 06/30/18)

Stratified Healthcare18.3-
Cap-weighted Healthcare19.6-2.56.726.540.418.611.74.920.8-23.8

Index Statistics (as of 06/30/18)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Healthcare15.01.011.2314.43.25
Cap-weighted Healthcare13.60.921.7715.14.06

Top Holdings (as of 06/30/18)

CompanyWeight (%)
CVS Health Corporation5.26
Walgreens Boots Alliance Inc5.22
Patterson Companies Inc.2.17
Henry Schein Inc.2.13
Akorn Inc.1.85
Prestige Brands Holdings Inc.1.79
Catalent Inc1.73
Johnson & Johnson1.70
West Pharmaceutical Services Inc.1.69
Baxter International Inc.1.69