Syntax Stratified Indices

Syntax Stratified Industrials Index

Index Facts

Number of Constituents 178
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 02/20/2019) 2355.66

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 12/31/18)

20184Q181Y3Y5Y7Y10YSince 12/20/91
Stratified Industrials-13.4-16.7-13.412.35.811.414.311.7
Cap-weighted Industrials-13.0-16.1-

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

Stratified Industrials-13.425.830.1-11.25.435.318.7-3.926.447.1
Cap-weighted Industrials-13.023.420.4-

Index Statistics (as of 12/31/18)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Industrials19.70.761.8915.53.06
Cap-weighted Industrials18.20.712.1916.13.17

Top Holdings (as of 12/31/18)

CompanyWeight (%)
Harris Corporation1.58
L3 Technologies Inc1.58
FLIR Systems Inc.1.56
Esterline Technologies Corporation1.51
Boeing Company1.42
General Dymics Corporation1.40
Textron Inc.1.35
Carlisle Companies Incorporated1.07
Huntington Ingalls Industries Inc.1.07
General Electric Company1.06