Syntax Stratified Indices

Syntax Stratified Food Index

Index Facts

Number of Constituents 51
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 05/22/2020) 2690.37

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 03/31/2020)

YTD1Q201Y3Y5Y7Y10YSince 12/20/91
Stratified Food-17.6-17.6-
Cap-weighted Food-15.1-15.1-

Annual Index Performance (% as of 03/31/2020)

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 03/31/2020)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Food11.71.052.4119.64.64
Cap-weighted Food10.90.973.1320.25.78

Top Holdings (as of 03/31/2020)

CompanyWeight (%)
BJ's Wholesale Club Holdings Inc.5.75
Kroger Co.5.29
Costco Wholesale Corporation4.93
Walmart Inc.4.81
Sprouts Farmers Markets Inc.4.80
Chipotle Mexican Grill Inc.4.00
Starbucks Corporation3.79
Monster Beverage Corporation3.36
Philip Morris International Inc.3.27
Ingredion Incorporated3.15