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 11/12/2018) 2197.13

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 09/30/18)

YTD3Q181Y3Y5Y7Y10YSince 12/20/91
Stratified Industrials3.95.811.
Cap-weighted Industrials3.

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

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

Index Statistics (as of 09/30/18)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Industrials20.80.661.4818.53.75
Cap-weighted Industrials19.00.621.8018.73.79

Top Holdings (as of 09/30/18)

CompanyWeight (%)
General Dynamics Corporation1.42
Boeing Company1.41
Textron Inc.1.41
Harris Corporation1.31
Esterline Technologies Corporation1.29
FLIR Systems Inc.1.28
L3 Technologies Inc1.28
Rockwell Collins Inc.1.26
Northrop Grumman Corporation1.10
Clean Harbors Inc.1.10