Syntax Stratified Indices

Syntax Stratified Healthcare Index

Index Facts

Number of Constituents 102
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 09/17/2019) 4046.55

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 06/30/19)

YTD2Q191Y3Y5Y7Y10YSince 12/20/91
Stratified Healthcare7.8-
Cap-weighted Healthcare7.20.911.79.710.115.215.410.6

Annual Index Performance (% as of 06/30/19)

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

Index Statistics (as of 06/30/19)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Healthcare14.11.151.3113.72.99
Cap-weighted Healthcare12.51.171.7915.94.74

Top Holdings (as of 06/30/19)

CompanyWeight (%)
Walgreens Boots Alliance Inc5.77
CVS Health Corporation5.62
Perrigo Co. Plc2.96
Mylan N.V.2.87
Prestige Consumer Healthcare Inc2.81
Henry Schein Inc.2.07
Patterson Companies Inc.2.00
Humana Inc.1.55
Cigna Corporation1.54
UnitedHealth Group Incorporated1.53