SYIND | Syntax Stratified Industrials Index

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 Facts

Number of Constituents 190
Weighting Methodology Stratified
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 12/01/2022) 3981.52

Index Performance

Multi-Horizon Returns
(% as of 09/30/2022)
YTD3Q221Y3Y5Y7Y10YSince 12.20.91
Stratified Industrials-17.98-4.60-9.9410.008.6213.4012.2211.99
Cap-weight Industrials-20.98-4.25-12.226.866.5611.0210.679.27

Annual Index Performance
(% as of 09/30/2022)
2021202020192018201720162015201420132012
Stratified Industrials25.9320.0931.52-13.4325.7830.10-11.175.4235.2718.66
Cap-weight Industrials24.0017.0929.63-13.0123.4320.41-5.247.1236.1314.96

Index Statistics
(as of 09/30/2022)
Vol.Sharpe RatioTrack. Err.Upside CaptureDown. Capture
Stratified Industrials18.40.633.55107.1103.1
Cap-weight Industrials17.10.58-100.0100.0

Top Holdings
(as of 09/30/2022)
CompanyWeight (%)
L3Harris Technologies Inc3.04
Mercury Systems Inc.2.94
General Dynamics Corporation1.40
Textron Inc.1.39
Boeing Company1.26
Dover Corporation1.24
Crane Holdings Co.1.24
Raytheon Technologies Corporation1.23
3M Company1.22
Honeywell International Inc.1.21