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 02/20/2019) 2347.9

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 12/31/18)

20184Q181Y3Y5Y7Y10YSince 12/20/91
Stratified Information-6.8-14.1-
Cap-weighted Information-1.7-14.9-1.712.011.116.616.99.6

Annual Index Performance (% as of 12/31/18)

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

Index Statistics (as of 12/31/18)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Information15.21.022.0017.33.17
Cap-weighted Information13.91.171.3825.85.36

Top Holdings (as of 12/31/18)

CompanyWeight (%)
Cable One Inc.2.08
CenturyLink Inc.2.05
Comcast Corporation Class A2.04
Charter Communications Inc. Class A2.03
Telephone and Data Systems Inc.1.66
Verizon Communications Inc.1.65
AT&T Inc.1.63
ViaSat Inc.1.62
DISH Network Corporation Class A1.61
Walt Disney Company1.42