Syntax Stratified Indices

Syntax Stratified Information Index

Index Facts

Number of Constituents 132
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 09/17/2019) 2544.0

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 06/30/19)

YTD2Q191Y3Y5Y7Y10YSince 12/20/91
Stratified Information21.36.38.813.311.116.015.912.4
Cap-weighted Information22.96.19.618.415.418.018.210.2

Annual Index Performance (% as of 06/30/19)

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

Index Statistics (as of 06/30/19)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Information14.51.061.7819.53.54
Cap-weighted Information13.61.271.1629.06.14

Top Holdings (as of 06/30/19)

CompanyWeight (%)
CenturyLink Inc.2.16
Cable One Inc.2.11
Charter Communications Inc. Class A2.09
Walt Disney Company2.08
Cinemark Holdings Inc.2.04
Comcast Corporation Class A2.02
AT&T Inc.1.72
Verizon Communications Inc.1.65
DISH Network Corporation Class A1.64
ViaSat Inc.1.61