Syntax Stratified Indices

Syntax Stratified Information Index

Index Facts

Number of Constituents 124
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 10/21/2020) 2602.41

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 09/30/2020)

YTD3Q201Y3Y5Y7Y10YSince 12/20/91
Stratified Information-
Cap-weighted Information14.98.523.517.018.616.617.910.6

Annual Index Performance (% as of 09/30/2020)

Stratified Information26.3-6.819.313.42.810.444.425.4-4.115.3
Cap-weighted Information32.7-1.727.

Index Statistics (as of 09/30/2020)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Information14.90.842.1627.53.87
Cap-weighted Information14.21.190.9847.78.43

Top Holdings (as of 09/30/2020)

CompanyWeight (%)
Cable One Inc.2.28
Comcast Corporation Class A2.14
Charter Communications Inc. Class A2.09
Walt Disney Company2.02
Lumen Technologies Inc.1.96
Cinemark Holdings Inc.1.81
Take-Two Interactive Software Inc.1.46
Electronic Arts Inc.1.45
T-Mobile US Inc.1.44
Activision Blizzard Inc.1.41