Syntax Stratified Indices

Syntax Stratified Food Index

Index Facts

Number of Constituents 50
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 11/19/2019) 2701.59

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 09/30/19)

YTD3Q191Y3Y5Y7Y10YSince 12/20/91
Stratified Food20.35.210.410.711.714.616.412.5
Cap-weighted Food22.74.515.910.

Annual Index Performance (% as of 09/30/19)

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 09/30/19)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Food11.01.392.1022.25.22
Cap-weighted Food10.21.292.6423.56.77

Top Holdings (as of 09/30/19)

CompanyWeight (%)
Sysco Corporation5.04
Walmart Inc.5.04
Costco Wholesale Corporation5.00
Sprouts Farmers Markets Inc.4.99
Kroger Co.4.99
Chipotle Mexican Grill Inc.4.17
Starbucks Corporation4.06
Philip Morris International Inc.3.31
Coca-Cola Company3.13
Archer-Daniels-Midland Company3.12