Syntax Stratified Indices

Syntax Stratified Information Tools Index

Index Facts

Number of Constituents 76
Strategy Stratified-Weight
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYIT
Index Inception Date December 27, 2016
Base Index Value 100
Total Return Index Value (as of 07/19/2018) 6559.51

Index Description

The Syntax Stratified Information Tools Index is a stratified-weight index of S&P 900 companies that operate in the IT 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 IT9.03.321.120.218.814.415.416.8
Cap-weighted IT11.25.332.621.822.517.614.613.4

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

Stratified IT29.223.8-3.720.235.36.0-7.732.683.4-43.1
Cap-weighted IT38.918.1-1.527.424.512.9-2.214.361.6-42.7

Index Statistics (as of 06/30/18)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified IT21.10.771.2116.85.92
Cap-weighted IT19.10.791.5218.57.30

Top Holdings (as of 06/30/18)

CompanyWeight (%)
HP Inc.4.22
Xerox Corporation3.84
Motorola Solutions Inc.2.97
Garmin Ltd.2.91
Apple Inc.2.87
VeriFone Systems Inc.1.95 inc.1.92
Intuit Inc.1.91
LogMeIn Inc.1.89
Teradyne Inc.1.89