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 02/20/2019) 2412.66

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 12/31/18)

20184Q181Y3Y5Y7Y10YSince 12/20/91
Stratified Food-5.0-8.2-
Cap-weighted Food-7.4-5.5-

Annual Index Performance (% as of 12/31/18)

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 12/31/18)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Food11.71.352.2518.74.35
Cap-weighted Food10.81.143.0519.34.86

Top Holdings (as of 12/31/18)

CompanyWeight (%)
Walmart Inc.5.25
Costco Wholesale Corporation5.15
Sysco Corporation5.06
Sprouts Farmers Markets Inc.5.01
Kroger Co.4.93
Chipotle Mexican Grill Inc.4.48
Starbucks Corporation4.30
Monster Beverage Corporation3.13
Philip Morris Intertiol Inc.3.10
Altria Group Inc3.09