Syntax Stratified Indices

Syntax Stratified Industrials Index

Index Facts

Number of Constituents 182
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 09/17/2019) 2488.68

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 06/30/19)

YTD2Q191Y3Y5Y7Y10YSince 12/20/91
Stratified Industrials23.15.48.515.78.814.015.312.3
Cap-weighted Industrials21.74.49.413.18.713.014.69.6

Annual Index Performance (% as of 06/30/19)

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 06/30/19)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Industrials18.10.851.6118.93.76
Cap-weighted Industrials16.70.871.8419.44.64

Top Holdings (as of 06/30/19)

CompanyWeight (%)
FLIR Systems Inc.2.07
Harris Technologies Inc1.97
L3 Technologies Inc1.96
General Dynamics Corporation1.40
Textron Inc.1.40
Boeing Company1.34
Royal Gold Inc.1.06
Dover Corporation1.06
Johnson Controls International plc1.06
Newmont Goldcorp Corporation1.05