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 11/12/2018) 5923.46

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 09/30/18)

YTD3Q181Y3Y5Y7Y10YSince 12/20/91
Stratified IT15.45.920.226.518.219.017.316.9
Cap-weighted IT25.613.038.430.223.721.417.313.8

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

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 09/30/18)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified IT20.60.861.1919.07.06
Cap-weighted IT18.70.931.3921.09.03

Top Holdings (as of 09/30/18)

CompanyWeight (%)
HP Inc.4.19
Xerox Corporation4.05
Apple Inc.2.91
Motorola Solutions Inc.2.84
Garmin Ltd.2.80
NCR Corporation2.73
Scientific Games Corporation2.71
Intuit Inc.1.93
Ultimate Software Group Inc.1.93 inc.1.91