Syntax Stratified Indices

Syntax Stratified Information Index

Index Facts

Number of Constituents 129
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 02/25/2020) 2539.68

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 12/31/2019)

YTD4Q191Y3Y5Y7Y10YSince 12/20/91
Stratified Information26.34.626.312.010.414.713.712.3
Cap-weighted Information32.77.532.718.416.217.716.710.3

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

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

Index Statistics (as of 12/31/2019)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Information14.10.941.6521.93.73
Cap-weighted Information13.41.171.0832.15.99

Top Holdings (as of 12/31/2019)

CompanyWeight (%)
Comcast Corporation Class A2.13
Charter Communications Inc. Class A2.13
CenturyLink Inc.2.09
Walt Disney Company2.06
Cable One Inc.2.04
Cinemark Holdings Inc.2.03
Telephone and Data Systems Inc.1.42
Digital Realty Trust Inc.1.41
T-Mobile US Inc.1.41
Equinix Inc.1.41