Syntax Stratified Indices

Syntax Stratified Industrials Index

Index Facts

Number of Constituents 178
Strategy Stratified-Weight
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYIND
Index Inception Date December 27, 2016
Base Index Value 100
Total Return Index Value (as of 07/19/2018) 2338.3

Index Description

The Syntax Stratified Industrials Index is a stratified-weight index of S&P 900 companies that operate in the industrial 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 Industrials-1.8-0.513.612.913.011.610.612.5
Cap-weighted Industrials-3.3-1.28.911.512.410.88.69.6

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

Stratified Industrials25.830.1-11.25.435.318.7-3.926.447.1-39.8
Cap-weighted Industrials23.420.4-

Index Statistics (as of 06/30/18)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Industrials21.30.561.5217.63.71
Cap-weighted Industrials19.50.501.9117.63.98

Top Holdings (as of 06/30/18)

CompanyWeight (%)
Textron Inc.1.40
General Dynamics Corporation1.37
Boeing Company1.35
Esterline Technologies Corporation1.29
Rockwell Collins Inc.1.27
L3 Technologies Inc1.26
Harris Corporation1.25
FLIR Systems Inc.1.23
Clean Harbors Inc.1.13
General Electric Company1.10