SYIND | Syntax Stratified Industrials Index

Index Description

The Syntax Stratified Industrials Index is a stratified-weight index of S&P 900 companies that operate in the industrial 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 190
Strategy Stratified-Weight
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYIND
Index Inception Date December 27, 2016
Base Index Value 100
Total Return Index Value (as of 09/23/2021) 3698.57

Index Performance

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

YTD2Q211Y3Y5Y7Y10YSince 12/20/91
Stratified Industrials18.84.560.718.218.812.813.513.0
Cap-weighted Industrials16.34.753.316.716.012.012.510.3

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

2020201920182017201620152014201320122011
Stratified Industrials20.131.5-13.425.830.1-11.25.435.318.7-3.9
Cap-weighted Industrials17.129.6-13.023.420.4-5.27.136.115.0-3.4

Index Statistics (as of 06/30/2021)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Industrials18.80.741.2217.73.55
Cap-weighted Industrials17.20.741.3921.44.46

Top Holdings (as of 06/30/2021)

CompanyWeight (%)
Mercury Systems Inc.2.99
L3Harris Technologies Inc2.98
Textron Inc.1.44
General Dynamics Corporation1.36
Boeing Company1.35
Crane Co.1.23
Dover Corporation1.21
General Electric Company1.21
3M Company1.19
Honeywell International Inc.1.19