Syntax Stratified Indices

Syntax Stratified Information Tools Index

Index Facts

Number of Constituents 71
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 11/19/2019) 7899.06

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 09/30/19)

YTD3Q191Y3Y5Y7Y10YSince 12/20/91
Stratified IT28.
Cap-weighted IT31.44.57.724.818.618.117.013.6

Annual Index Performance (% as of 09/30/19)

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

Index Statistics (as of 09/30/19)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified IT18.50.861.2920.48.09
Cap-weighted IT17.40.961.4821.89.63

Top Holdings (as of 09/30/19)

CompanyWeight (%)
HP Inc.4.29
Xerox Holdings Corporation4.22
Apple Inc.2.87
Motorola Solutions Inc.2.86
Garmin Ltd.2.78
NCR Corporation2.70
Scientific Games Corporation2.47
Allscripts Healthcare Solutions Inc.1.87
Medidata Solutions Inc.1.85
Microsoft Corporation1.85