Syntax Stratified Indices

Syntax Stratified Information Index

Index Facts

Number of Constituents 131
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 11/12/2018) 2267.69

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 09/30/18)

YTD3Q181Y3Y5Y7Y10YSince 12/20/91
Stratified Information8.54.414.215.413.419.014.212.6
Cap-weighted Information15.54.823.521.817.721.016.210.3

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

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

Index Statistics (as of 09/30/18)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Information16.70.861.6620.53.85
Cap-weighted Information14.51.091.1433.97.08

Top Holdings (as of 09/30/18)

CompanyWeight (%)
Cable One Inc.2.11
Charter Communications Inc. Class A2.06
Comcast Corporation Class A1.97
CenturyLink Inc.1.94
ViaSat Inc.1.71
Telephone and Data Systems Inc.1.68
AT&T Inc.1.67
Verizon Communications Inc.1.65
DISH Network Corporation Class A1.65
Walt Disney Company1.49