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 10/21/2020) 9262.26

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 09/30/2020)

YTD3Q201Y3Y5Y7Y10YSince 12/20/91
Stratified IT8.78.824.417.422.217.616.116.8
Cap-weighted IT34.313.057.432.930.225.521.014.8

Annual Index Performance (% as of 09/30/2020)

Stratified IT47.3-
Cap-weighted IT54.03.038.918.1-1.527.424.512.9-2.214.3

Index Statistics (as of 09/30/2020)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified IT18.00.881.3530.912.46
Cap-weighted IT17.51.151.0233.717.70

Top Holdings (as of 09/30/2020)

CompanyWeight (%)
HP Inc.4.06
Xerox Holdings Corporation4.02
Apple Inc.2.93
Motorola Solutions Inc.2.69
Garmin Ltd.2.66
Microsoft Corporation2.43
Adobe Inc.2.43 inc.2.40
LiveRamp Holdings Inc.2.33
NCR Corporation2.00