Syntax Stratified Indices

Syntax Stratified Information Tools Index

Index Facts

Number of Constituents 72
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 01/21/2021) 11609.35

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 12/31/2020)

20204Q201Y3Y5Y7Y10YSince 12/20/91
Stratified IT34.924.234.924.525.319.916.817.5
Cap-weighted IT50.512.050.533.631.425.521.015.2

Annual Index Performance (% as of 12/31/2020)

Stratified IT34.947.3-
Cap-weighted IT50.554.03.038.918.1-1.527.424.512.9-2.2

Index Statistics (as of 12/31/2020)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified IT18.50.901.0430.716.12
Cap-weighted IT17.81.130.9232.520.16

Top Holdings (as of 12/31/2020)

CompanyWeight (%)
Apple Inc.4.31
Motorola Solutions Inc.4.11
Xerox Holdings Corporation2.78
HP Inc.2.76
Garmin Ltd.2.75
LiveRamp Holdings Inc.2.46
Microsoft Corporation2.39
Adobe Inc.2.34 inc.2.30
NCR Corporation2.01