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 02/25/2020) 7872.24

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 12/31/2019)

YTD4Q191Y3Y5Y7Y10YSince 12/20/91
Stratified IT47.314.547.322.717.120.016.617.0
Cap-weighted IT54.

Annual Index Performance (% as of 12/31/2019)

Stratified IT-
Cap-weighted IT3.038.918.1-1.527.424.512.9-2.214.361.6

Index Statistics (as of 12/31/2019)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified IT18.30.901.1823.19.54
Cap-weighted IT17.41.001.2824.611.64

Top Holdings (as of 12/31/2019)

CompanyWeight (%)
HP Inc.4.17
Xerox Holdings Corporation4.11
Apple Inc.2.92
Motorola Solutions Inc.2.78
Garmin Ltd.2.75
Adobe Inc.2.10
Microsoft Corporation2.09
NortonLifeLock Inc.2.08
Citrix Systems Inc.2.08
Fortinet Inc.2.08