SYIT | Syntax Stratified Information Tools Index

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 Facts

Number of Constituents 79
Weighting Methodology Stratified
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 12/01/2022) 11930.2

Index Performance

Multi-Horizon Returns
(% as of 09/30/2022)
YTD3Q221Y3Y5Y7Y10YSince 12.20.91
Stratified IT-32.88-7.46-23.8111.9612.7717.4016.1616.14
Cap-weight IT-32.71-6.67-19.1818.8820.1621.8718.3414.09

Annual Index Performance
(% as of 09/30/2022)
2021202020192018201720162015201420132012
Stratified IT35.3534.9447.34-3.0629.2123.78-3.6620.1935.305.99
Cap-weight IT41.6050.4953.953.0138.8718.15-1.5227.4124.5212.89

Index Statistics
(as of 09/30/2022)
Vol.Sharpe RatioTrack. Err.Upside CaptureDown. Capture
Stratified IT18.50.839.0482.477.7
Cap-weight IT19.20.92-100.0100.0

Top Holdings
(as of 09/30/2022)
CompanyWeight (%)
Microsoft Corporation4.29
Motorola Solutions Inc.4.22
Apple Inc.4.14
Garmin Ltd.2.82
HP Inc.2.75
Xerox Holdings Corporation2.43
Tyler Technologies Inc.2.17
Blackbaud Inc.2.13
Fair Isaac Corporation1.99
Envestnet Inc.1.99