Syntax Stratified Indices

Syntax Stratified Information Tools Index

Index Facts

Number of Constituents 74
Strategy Stratified-Weight
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYIT
Index Inception Date December 27, 2016
Base Index Value 100
Total Return Index Value (as of 08/07/2020) 8802.65

Index Description

The Syntax Stratified Information Tools Index is a stratified-weight index of S&P 900 companies that operate in the IT 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 IT-
Cap-weighted IT18.932.045.631.025.124.720.914.5

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

Stratified IT47.3-
Cap-weighted IT54.03.038.918.1-1.527.424.512.9-2.214.3

Index Statistics (as of 06/30/2020)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified IT18.70.901.4528.411.43
Cap-weighted IT17.61.131.1231.414.77

Top Holdings (as of 06/30/2020)

CompanyWeight (%)
HP Inc.4.30
Xerox Holdings Corporation3.88
Apple Inc.2.88
Motorola Solutions Inc.2.79
Garmin Ltd.2.74
Microsoft Corporation2.16
Citrix Systems Inc.2.12
Adobe Inc.2.11
LogMeIn Inc.2.07
Monolithic Power Systems Inc.1.97