Syntax Stratified Indices

Syntax Stratified Industrials Index

Index Facts

Number of Constituents 181
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 06/20/2019) 2440.61

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 03/31/19)

YTD1Q191Y3Y5Y7Y10YSince 12/20/91
Stratified Industrials16.816.82.415.18.512.017.612.2
Cap-weighted Industrials16.616.63.612.68.711.516.19.5

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

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 03/31/19)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Industrials19.00.921.6717.44.05
Cap-weighted Industrials17.10.941.9017.64.52

Top Holdings (as of 03/31/19)

CompanyWeight (%)
L3 Technologies Inc2.06
Harris Corporation2.05
FLIR Systems Inc.1.96
Boeing Company1.39
General Dynamics Corporation1.37
Textron Inc.1.35
Stericycle Inc.1.14
Newmont Mining Corporation1.11
Freeport-McMoRan Inc.1.08
Clean Harbors Inc.1.07