Syntax Stratified Indices

Syntax Stratified Food Index

Index Facts

Number of Constituents 49
Strategy Stratified-Weight
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYFOOD
Index Inception Date December 27, 2016
Base Index Value 100
Total Return Index Value (as of 09/17/2019) 2665.77

Index Description

The Syntax Stratified Food Index is a stratified-weight index of S&P 900 companies that operate in the food 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 06/30/19)

YTD2Q191Y3Y5Y7Y10YSince 12/20/91
Stratified Food14.
Cap-weighted Food17.44.616.97.310.511.514.610.7

Annual Index Performance (% as of 06/30/19)

Stratified Food-5.012.611.111.119.335.314.317.027.128.4
Cap-weighted Food-7.416.58.111.613.324.

Index Statistics (as of 06/30/19)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Food11.21.422.1221.35.09
Cap-weighted Food10.31.332.7222.36.58

Top Holdings (as of 06/30/19)

CompanyWeight (%)
Sysco Corporation5.01
Sprouts Farmers Markets Inc.5.01
Walmart Inc.4.97
Costco Wholesale Corporation4.97
Kroger Co.4.88
Chipotle Mexican Grill Inc.4.20
Starbucks Corporation4.17
Ingredion Incorporated3.15
Monster Beverage Corporation3.13
Archer-Daniels-Midland Company3.11