Syntax Stratified Indices

Syntax Stratified Information Tools Index

Index Facts

Number of Constituents 73
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 05/22/2020) 7643.61

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 03/31/2020)

YTD1Q201Y3Y5Y7Y10YSince 12/20/91
Stratified IT-18.9-18.9-0.59.812.714.613.615.9
Cap-weighted IT-10.0-10.016.320.418.420.116.213.5

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

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

Index Statistics (as of 03/31/2020)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified IT18.60.741.5021.28.70
Cap-weighted IT17.50.911.4622.910.55

Top Holdings (as of 03/31/2020)

CompanyWeight (%)
HP Inc.4.40
Citrix Systems Inc.3.32
Apple Inc.3.16
Motorola Solutions Inc.2.87
Xerox Holdings Corporation2.64
Garmin Ltd.2.64
Microsoft Corporation2.61
Adobe Inc.2.53
LogMeIn Inc.2.52
Fortinet Inc.2.46