SW5K
Syntax Stratified Indices

Syntax Stratified Wilshire 5000 Index

Index Facts

Number of Constituents 3413
Strategy Stratified-Weight
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SW5K
Index Inception Date March 31, 2017
Base Index Value 1000
Total Return Index Value (as of 07/02/2020) 1088.66

Index Description

The Syntax Stratified Wilshire 5000 Index is the stratified-weight version of the widely-used Wilshire 5000 Index. The index holds the same constituents as the Wilshire 5000, but the weight of each company in the Syntax Stratified Wilshire 5000 Index is based on Syntax's patented methodology to control exposure to related business risks (RBRs).

Index Performance

Multi-Horizon Returns (% as of 06/30/2020)

YTD2Q201Y3Y5Y7Y10YSince 03/31/17
Syntax Stratified Wilshire 5000-7.128.5-2.52.2---2.7
Wilshire 5000-3.321.96.810.110.311.813.710.3

Annual Index Performance (% as of 06/30/2020)

2019201820172016201520142013201220112010
Syntax Stratified Wilshire 500022.0-11.1--------
Wilshire 500031.0-5.321.013.40.712.733.116.11.017.2

Index Fundamentals (as of 06/30/2020)

Div. Yld.P / E RatioP / B Ratio
Syntax Stratified Wilshire 50001.84NA0.8
Wilshire 50001.8628.93.1

NA denotes negative valuation.

Top Holdings (as of 06/30/2020)

CompanyWeight (%)
Chevron Corporation0.73
Exxon Mobil Corporation0.70
Domo Inc. Class B0.64
Cemtrex Inc.0.50
XpresSpa Group Inc.0.42
Clorox Company0.38
Spectrum Brands Holdings Inc.0.37
Church & Dwight Co. Inc.0.36
BJ's Wholesale Club Holdings Inc.0.35
Ocean Bio-Chem Inc.0.34