SYFOOD | Syntax Stratified Food Index

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 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 09/23/2021) 3703.51

Index Performance

Multi-Horizon Returns (% as of 06/30/2021)

YTD2Q211Y3Y5Y7Y10YSince 12/20/91
Stratified Food12.33.434.216.212.713.415.413.0
Cap-weighted Food7.24.829.314.89.811.412.610.9

Annual Index Performance (% as of 06/30/2021)

2020201920182017201620152014201320122011
Stratified Food17.426.2-5.012.611.111.119.335.314.317.0
Cap-weighted Food12.226.2-7.416.58.111.613.324.79.219.2

Index Statistics (as of 06/30/2021)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Food12.31.181.6721.34.02
Cap-weighted Food11.51.042.5822.55.40

Top Holdings (as of 06/30/2021)

CompanyWeight (%)
BJ's Wholesale Club Holdings Inc.3.64
Walmart Inc.3.64
Sysco Corporation3.63
Costco Wholesale Corporation3.62
Grocery Outlet Holding Corp.3.50
Kroger Co.3.45
Sprouts Farmers Markets Inc.3.14
Altria Group Inc3.14
Coca-Cola Company3.07
Ingredion Incorporated3.07