Syntax Stratified Indices

Syntax Stratified Industrials Index

Index Facts

Number of Constituents 186
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 05/22/2020) 2163.03

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 Performance

Multi-Horizon Returns (% as of 03/31/2020)

YTD1Q201Y3Y5Y7Y10YSince 12/20/91
Stratified Industrials-28.0-28.0-18.9-
Cap-weighted Industrials-26.2-26.2-17.9-

Annual Index Performance (% as of 03/31/2020)

Stratified Industrials31.5-13.425.830.1-11.25.435.318.7-3.926.4
Cap-weighted Industrials29.6-13.023.420.4-

Index Statistics (as of 03/31/2020)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Industrials18.70.492.1616.62.86
Cap-weighted Industrials17.10.502.4617.03.42

Top Holdings (as of 03/31/2020)

CompanyWeight (%)
Mercury Systems Inc.2.85
L3Harris Technologies Inc2.63
FLIR Systems Inc.1.78
Newmont Corporation1.62
General Dynamics Corporation1.44
Rollins Inc.1.27
Republic Services Inc.1.23
Waste Management Inc.1.19
Danaher Corporation1.18
Axon Enterprise Inc1.16