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 02/20/2019) 6658.6

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 12/31/18)

20184Q181Y3Y5Y7Y10YSince 12/20/91
Stratified IT-3.1-16.0-3.115.712.414.519.216.0
Cap-weighted IT3.0-

Annual Index Performance (% as of 12/31/18)

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

Index Statistics (as of 12/31/18)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified IT19.40.981.4814.25.62
Cap-weighted IT17.91.011.7615.77.22

Top Holdings (as of 12/31/18)

CompanyWeight (%)
HP Inc.4.12
Xerox Corporation4.05
Scientific Games Corporation3.12
NCR Corporation2.79
Apple Inc.2.76
Garmin Ltd.2.72
Motorola Solutions Inc.2.72 inc.1.96
Ultimate Software Group Inc.1.93
MKS Instruments Inc.1.91