SYHLTH
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 04/03/2019) 4057.61

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 03/31/19)

YTD1Q191Y3Y5Y7Y10YSince 12/20/91
Stratified Healthcare8.88.810.99.210.715.618.814.6
Cap-weighted Healthcare6.36.315.011.410.915.416.410.7

Annual Index Performance (% as of 03/31/19)

2018201720162015201420132012201120102009
Stratified Healthcare-0.318.3-3.59.231.044.221.97.016.040.6
Cap-weighted Healthcare6.519.6-2.56.726.540.418.611.74.920.8

Index Statistics (as of 03/31/19)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Healthcare13.91.291.2713.83.08
Cap-weighted Healthcare12.31.261.7815.94.70

Top Holdings (as of 03/31/19)

CompanyWeight (%)
Walgreens Boots Alliance Inc5.61
CVS Health Corporation5.38
Prestige Consumer Healthcare Inc2.93
Mylan N.V.2.80
Perrigo Co. Plc2.78
Henry Schein Inc.2.11
Patterson Companies Inc.2.04
WellCare Health Plans Inc.1.78
Molina Healthcare Inc.1.61
UnitedHealth Group Incorporated1.56