Syntax Stratified Indices

Syntax Stratified Information Index

Index Facts

Number of Constituents 134
Strategy Stratified-Weight
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYINFO
Index Inception Date December 27, 2016
Base Index Value 100
Total Return Index Value (as of 06/20/2019) 2518.8

Index Description

The Syntax Stratified Information Index is a stratified-weight index of S&P 900 companies that operate in the information 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 Information14.114.16.312.110.614.717.512.3
Cap-weighted Information15.815.811.216.814.817.219.110.1

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

Stratified Information-6.819.313.42.810.444.425.4-4.115.350.7
Cap-weighted Information-1.727.

Index Statistics (as of 03/31/19)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Information14.81.131.8918.63.56
Cap-weighted Information13.61.331.2227.56.17

Top Holdings (as of 03/31/19)

CompanyWeight (%)
Cable One Inc.2.19
CenturyLink Inc.2.10
Comcast Corporation Class A2.09
Charter Communications Inc. Class A2.06
AT&T Inc.1.73
Verizon Communications Inc.1.72
ViaSat Inc.1.70
DISH Network Corporation Class A1.65
Telephone and Data Systems Inc.1.64
Digital Realty Trust Inc.1.46