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 08/07/2020) 2957.42

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 06/30/2020)

YTD2Q201Y3Y5Y7Y10YSince 12/20/91
Stratified Food-1.819.
Cap-weighted Food-7.09.5-

Annual Index Performance (% as of 06/30/2020)

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 06/30/2020)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Food12.21.232.3022.95.31
Cap-weighted Food11.01.112.9023.76.53

Top Holdings (as of 06/30/2020)

CompanyWeight (%)
Sprouts Farmers Markets Inc.4.77
Kroger Co.4.37
Chipotle Mexican Grill Inc.4.33
BJ's Wholesale Club Holdings Inc.4.28
Costco Wholesale Corporation4.21
Sysco Corporation4.19
Walmart Inc.4.16
Starbucks Corporation4.06
Archer-Daniels-Midland Company3.09
Monster Beverage Corporation3.09