Syntax Stratified Indices

Syntax Stratified Wilshire 5000 Index

Index Facts

Number of Constituents 3373
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 10/21/2020) 1234.46

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 09/30/2020)

YTD3Q201Y3Y5Y7Y10YSince 03/31/17
Syntax Stratified Wilshire 50000.
Wilshire 50005.

Annual Index Performance (% as of 09/30/2020)

Syntax Stratified Wilshire 500022.0-11.1--------
Wilshire 500031.0-5.321.013.40.712.733.

Index Fundamentals (as of 09/30/2020)

Div. Yld.P / E RatioP / B Ratio
Syntax Stratified Wilshire 50001.80NA1.5
Wilshire 50001.6929.53.4

NA denotes negative valuation.

Top Holdings (as of 09/30/2020)

CompanyWeight (%)
Chevron Corporation0.59
Exxon Mobil Corporation0.57
Spectrum Brands Holdings Inc.0.46
Church & Dwight Co. Inc.0.45
Procter & Gamble Company0.43
Lions Gate Entertainment Corp Class B0.42
Walt Disney Company0.36
Clorox Company0.35
Costco Wholesale Corporation0.34
Walmart Inc.0.34