Syntax Stratified Indices

Syntax Stratified Healthcare Index

Index Facts

Number of Constituents 101
Strategy Stratified-Weight
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYHLTH
Index Inception Date December 27, 2016
Base Index Value 100
Total Return Index Value (as of 02/20/2019) 4218.5

Index Description

The Syntax Stratified Healthcare Index is a stratified-weight index of S&P 900 companies that operate in the healthcare 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 12/31/18)

20184Q181Y3Y5Y7Y10YSince 12/20/91
Stratified Healthcare-0.3-15.6-0.34.410.216.217.514.3
Cap-weighted Healthcare6.5-

Annual Index Performance (% as of 12/31/18)

Stratified Healthcare-0.318.3-
Cap-weighted Healthcare6.519.6-2.56.726.540.418.611.74.920.8

Index Statistics (as of 12/31/18)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Healthcare14.21.181.2914.33.26
Cap-weighted Healthcare13.11.091.8315.94.36

Top Holdings (as of 12/31/18)

CompanyWeight (%)
CVS Health Corporation5.50
Walgreens Boots Alliance Inc5.44
Perrigo Co. Plc2.80
Mylan N.V.2.77
Prestige Consumer Healthcare Inc2.76
Henry Schein Inc.2.07
Patterson Companies Inc.1.99
Molina Healthcare Inc.1.61
Cigna Corporation1.60
UnitedHealth Group Incorporated1.60