SY3000 | Syntax US 3000 Index

Index Description

The Syntax US 3000 Index float market cap-weights the 3000 largest publicly traded US companies as ranked by their float market caps, subject to screens for liquidity. Companies are defined as US according to Syntax’s proprietary country classification methodology, which considers regulatory filings, currencies of accounting and distribution, and use of tax havens.

The goal of the Index is to reflect the performance of the broad investible US market, providing an unbiased benchmark and a regularly refreshed universe for index development. To qualify for inclusion, a company’s stock must have a 20-day average daily traded value of at least ten thousand dollars, a float factor of at least 20% and a share price of at least one dollar as of the snapshot date for eligibility data used in the quarterly rebalancing.

Index Facts

Number of Constituents 2995
Weighting Methodology Float Market Cap
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SY3000
Index Inception Date June 17, 2022
Total Return Index Value as of 04/19/2024 6036.8

Index Performance

Multi-Horizon Returns % as of 2024-03-31
YTD 1Q24 1Y 3Y 5Y 7Y 10Y Since 12.17.99
Syntax US 300010.0110.0129.519.6714.2813.4912.357.94
Annual Index Performance % as of 2024-03-31
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Syntax US 300026.03-19.4825.5921.0531.07-5.1321.4812.970.2112.58
Index Statistics as of 2024-03-31
Vol. Sharpe Ratio
Syntax US 300015.70.7
Index Fundamentals as of 2024-03-31
Dividend Yield P / E Ratio P / B Ratio
Syntax US 30001.3828.64.38
Top Holdings as of 2024-03-31
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Company Weight (%)
Microsoft Corp 6.23
Apple Inc. 4.96
Nvidia Corp 4.50
Amazon.com Inc 3.40
Alphabet Inc A 3.39
Meta Platforms Inc. Class A 2.13
Eli Lilly & Co 1.24
Broadcom Inc 1.20
JP Morgan Chase & Co 1.15
Berkshire Hathaway B 1.10