Syntax Stratified Indices

Syntax Stratified Information Index

Index Facts

Number of Constituents 127
Strategy Stratified-Weight
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYINFO
Index Inception Date December 27, 2016
Base Index Value 100
Total Return Index Value (as of 07/19/2018) 2368.61

Index Description

The Syntax Stratified Information Index is a stratified-weight index of S&P 900 companies that operate in the information 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 Information3.93.813.011.214.414.612.412.5
Cap-weighted Information10.37.624.219.017.918.114.310.2

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

Stratified Information19.313.42.810.444.425.4-4.115.350.7-42.2
Cap-weighted Information27.

Index Statistics (as of 06/30/18)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Information17.10.751.7719.93.83
Cap-weighted Information15.00.951.1830.46.64

Top Holdings (as of 06/30/18)

CompanyWeight (%)
Cable One Inc.2.22
CenturyLink Inc.2.20
Charter Communications Inc. Class A2.10
Comcast Corporation Class A2.06
Verizon Communications Inc.1.78
Telephone and Data Systems Inc.1.73
ViaSat Inc.1.72
DISH Network Corporation Class A1.65
AT&T Inc.1.65
Equinix Inc.1.53