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 06/20/2019) 2547.28

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 03/31/19)

YTD1Q191Y3Y5Y7Y10YSince 12/20/91
Stratified Food12.912.911.38.911.314.518.412.5
Cap-weighted Food12.

Annual Index Performance (% as of 03/31/19)

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 03/31/19)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Food11.31.522.0620.34.63
Cap-weighted Food10.31.382.7920.75.87

Top Holdings (as of 03/31/19)

CompanyWeight (%)
Costco Wholesale Corporation5.04
Kroger Co.4.91
Sysco Corporation4.90
Walmart Inc.4.82
Sprouts Farmers Markets Inc.4.68
Chipotle Mexican Grill Inc.4.51
Starbucks Corporation4.26
Coca-Cola Company3.14
Altria Group Inc3.08
Archer-Daniels-Midland Company3.04