Syntax Stratified Indices

Syntax Stratified Information Index

Index Facts

Number of Constituents 128
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 05/22/2020) 2360.35

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 03/31/2020)

YTD1Q201Y3Y5Y7Y10YSince 12/20/91
Stratified Information-23.0-23.0-
Cap-weighted Information-15.0-15.0-

Annual Index Performance (% as of 03/31/2020)

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

Index Statistics (as of 03/31/2020)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Information15.10.682.1918.73.17
Cap-weighted Information13.91.011.3128.35.57

Top Holdings (as of 03/31/2020)

CompanyWeight (%)
Cable One Inc.2.94
Charter Communications Inc. Class A2.50
Digital Realty Trust Inc.2.14
Comcast Corporation Class A2.12
T-Mobile US Inc.1.97
Equinix Inc.1.96
CenturyLink Inc.1.95
Akamai Technologies Inc.1.91
Activision Blizzard Inc.1.82
Walt Disney Company1.79