Syntax Stratified Indices

Syntax Stratified Food Index

Index Facts

Number of Constituents 52
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 10/21/2020) 3084.24

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 09/30/2020)

YTD3Q201Y3Y5Y7Y10YSince 12/20/91
Stratified Food7.79.713.
Cap-weighted Food3.611.46.59.710.210.912.810.6

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

Stratified Food26.2-5.012.611.111.119.335.314.317.027.1
Cap-weighted Food26.2-7.416.58.111.613.324.

Index Statistics (as of 09/30/2020)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Food12.11.212.0224.04.87
Cap-weighted Food11.01.092.6326.15.46

Top Holdings (as of 09/30/2020)

CompanyWeight (%)
Costco Wholesale Corporation3.75
BJ's Wholesale Club Holdings Inc.3.67
Walmart Inc.3.67
Grocery Outlet Holding Corp.3.66
Kroger Co.3.62
Sprouts Farmers Markets Inc.3.59
Sysco Corporation3.26
Monster Beverage Corporation3.15
Darden Restaurants Inc.3.09
Coca-Cola Company3.04