Syntax Stratified Indices

Syntax Stratified Information Tools Index

Index Facts

Number of Constituents 76
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 06/20/2019) 6862.97

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 03/31/19)

YTD1Q191Y3Y5Y7Y10YSince 12/20/91
Stratified IT20.020.010.422.715.414.520.416.6
Cap-weighted IT19.219.216.325.319.615.920.113.4

Annual Index Performance (% as of 03/31/19)

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

Index Statistics (as of 03/31/19)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified IT19.01.061.2718.26.73
Cap-weighted IT17.31.131.5320.08.00

Top Holdings (as of 03/31/19)

CompanyWeight (%)
Xerox Corporation4.24
HP Inc.4.08
Garmin Ltd.2.90
Apple Inc.2.85
Motorola Solutions Inc.2.79
NCR Corporation2.69
Scientific Games Corporation2.49
MKS Instruments Inc.1.97
Fair Isaac Corporation1.92
Blackbaud Inc.1.92