Syntax Stratified Indices

Syntax Stratified Industrials Index

Index Facts

Number of Constituents 192
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 08/07/2020) 2561.91

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 06/30/2020)

YTD2Q201Y3Y5Y7Y10YSince 12/20/91
Stratified Industrials-11.323.3-
Cap-weighted Industrials-11.120.4-

Annual Index Performance (% as of 06/30/2020)

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 06/30/2020)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Industrials18.70.671.8925.03.19
Cap-weighted Industrials17.00.692.1525.33.93

Top Holdings (as of 06/30/2020)

CompanyWeight (%)
Mercury Systems Inc.2.13
FLIR Systems Inc.2.11
L3Harris Technologies Inc1.93
Boeing Company1.36
Textron Inc.1.32
General Dynamics Corporation1.31
Freeport-McMoRan Inc.1.14
Axon Enterprise Inc1.13
Newmont Corporation1.13
Crane Co.1.12