SYFIN | Syntax Stratified Financials Index

Index Description

The Syntax Stratified Financials Index is a stratified-weight index of S&P 900 companies that operate in the financial 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 Facts

Number of Constituents 164
Weighting Methodology Stratified
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYFIN
Index Inception Date December 27, 2016
Total Return Index Value as of 05/24/2024 4115.51

Index Performance

Multi-Horizon Returns % as of 2024-03-31
YTD 1Q24 1Y 3Y 5Y 7Y 10Y Since 12.20.91
Stratified Financials8.868.8632.319.913.4510.6611.2512.32
Cap-weight Financials10.7910.7932.258.2510.89.249.639.29
Annual Index Performance % as of 2024-03-31
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Stratified Financials17.11-10.2138.652.0129.92-13.9214.9924.431.8213.06
Cap-weight Financials12.89-12.9936.76-5.5531.11-13.0418.3519.24-0.315.1
Index Statistics as of 2024-03-31
Vol. Sharpe Ratio Track. Err. Upside Capture Down. Capture
Stratified Financials19.40.54.1197.389.5
Cap-weight Financials19.30.42-100.0100.0
Index Fundamentals as of 2024-03-31
Beta Dividend Yield P / E Ratio
Stratified Financials0.982.7316.8
Cap-weight Financials1.02.4914.7
Top Holdings as of 2024-03-31
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Company Weight (%)
American Intl Group Inc 2.11
Erie Indemnity Co A 1.94
Goldman Sachs Group Inc 1.93
Morgan Stanley 1.93
Loews Corp 1.87
Berkshire Hathaway B 1.86
Jefferies Financial Group Inc. 1.82
Webster Financial Corp (CT) 1.39
Associated Banc-Corp (IL) 1.36
Texas Capital Bancshares 1.36