Syntax Stratified Indices

Syntax Stratified Information Index

Index Facts

Number of Constituents 125
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 08/07/2020) 2624.64

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 06/30/2020)

YTD2Q201Y3Y5Y7Y10YSince 12/20/91
Stratified Information-5.622.5-
Cap-weighted Information5.924.614.315.916.116.218.610.4

Annual Index Performance (% as of 06/30/2020)

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

Index Statistics (as of 06/30/2020)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Information15.40.882.1226.23.74
Cap-weighted Information14.21.231.0748.07.86

Top Holdings (as of 06/30/2020)

CompanyWeight (%)
Comcast Corporation Class A2.10
CenturyLink Inc.2.08
Cable One Inc.2.08
Walt Disney Company2.05
Charter Communications Inc. Class A2.00
Cinemark Holdings Inc.1.73
Akamai Technologies Inc.1.50
Digital Realty Trust Inc.1.43
Electronic Arts Inc.1.42
VeriSign Inc.1.41