SOCIAL1PR | Syntax U.S. Social Core Tier 1 Index

Index Description

The Syntax Social Core Tier 1 Index is a stratified-weight index holding large- and mid-cap US equities that satisfy a set of social and environmentally responsible criteria. This index aims to exclude companies that, through their actions, have shown themselves to be incompatible with Syntax’s value screens while promoting those companies with a superior track record of corporate responsibility and sustainability. The index does not hold companies that derive revenue from tobacco, alcohol, gambling, weapons and defense, pornography, for-profit prisons, sweatshops and child labor, or coal, or those that lack women in executive positions or have committed egregious environmental offenses. Constituents are weighted based on Syntax’s patented methodology to control exposure to related business risks (RBRs).

Index Facts

Number of Constituents 667
Weighting Methodology Stratified
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SOCIAL1PR
Index Inception Date December 31, 2015
Total Return Index Value as of 07/12/2024 2583.19

Index Performance

Multi-Horizon Returns % as of 2024-06-30
YTD 2Q24 1Y 3Y 5Y 7Y 10Y Since 12.31.15
Social Core Tier 14.69-2.613.134.3611.4510.51-11.5
Annual Index Performance % as of 2024-06-30
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Social Core Tier 117.81-13.0327.0615.5128.61-8.7116.0617.53--
Index Statistics as of 2024-06-30
Vol. Sharpe Ratio
Social Core Tier 119.00.44
Index Fundamentals as of 2024-06-30
Dividend Yield P / E Ratio P / B Ratio
Social Core Tier 11.9325.82.63
Top Holdings as of 2024-06-30
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Company Weight (%)
Garmin Ltd 1.21
Dolby Laboratories A 1.20
Meta Platforms Inc. Class A 0.79
CVS Health Corporation 0.77
Tyson Foods Inc A 0.63
Burlington Stores Inc 0.62
Macy's Inc 0.62
Tapestry Inc 0.61
Walgreens Boots Alliance Inc 0.61
Dover Corp 0.60