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 09/17/2019) 7255.95

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 06/30/19)

YTD2Q191Y3Y5Y7Y10YSince 12/20/91
Stratified IT25.54.611.723.915.017.318.016.6
Cap-weighted IT25.85.516.528.718.718.218.413.5

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

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

Index Statistics (as of 06/30/19)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified IT18.80.951.2619.17.20
Cap-weighted IT17.61.021.5021.89.04

Top Holdings (as of 06/30/19)

CompanyWeight (%)
HP Inc.4.10
Xerox Corporation4.10
Scientific Games Corporation2.84
NCR Corporation2.76
Motorola Solutions Inc.2.75
Apple Inc.2.71
Garmin Ltd.2.68
ACI Worldwide Inc.2.13
LogMeIn Inc.2.11
Blackbaud Inc.2.11