Syntax Stratified Indices use a new index weighting methodology, Stratified-Weight™, that is designed to control for inadvertent overweighting of companies with related business risk. When two or more company's earnings are affected by the same fundamental drivers, they share a 'related business risk.' By controlling for this risk, Stratified-Weight Indices limit the inadvertent over weighting of related business risks (RBRs) that regularly occur using the cap-weighted and equal weighted methodologies.
The stratified-weight version of the widely-used S&P 500 Index.
The stratified-weight version of the widely-used S&P MidCap 400 Index.
The stratified-weight version of the S&P 900 Index, which combines the S&P 500 Index and the S&P MidCap 400 Index.
Learn more about Syntax’s family of indices, including sector indices, international indices, SRI indices, and more!