Syntax Stratified Indices

Syntax Stratified Industrials Index

Index Facts

Number of Constituents 186
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 02/25/2020) 2485.34

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 12/31/2019)

YTD4Q191Y3Y5Y7Y10YSince 12/20/91
Stratified Industrials31.57.331.512.710.613.113.012.3
Cap-weighted Industrials29.66.429.611.79.712.712.49.7

Annual Index Performance (% as of 12/31/2019)

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 12/31/2019)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Industrials17.70.751.5222.33.53
Cap-weighted Industrials16.10.771.7623.24.05

Top Holdings (as of 12/31/2019)

CompanyWeight (%)
FLIR Systems Inc.2.08
L3Harris Technologies Inc2.07
Mercury Systems Inc.1.97
Boeing Company1.38
General Dynamics Corporation1.38
Textron Inc.1.38
Royal Gold Inc.1.11
Newmont Goldcorp Corporation1.11
Freeport-McMoRan Inc.1.08
Compass Minerals International Inc.1.08