SYHLTH | Syntax Stratified Healthcare Index

Index Description

The Syntax Stratified Healthcare Index is a stratified-weight index of S&P 900 companies that operate in the healthcare 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 110
Weighting Methodology Stratified
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYHLTH
Index Inception Date December 27, 2016
Total Return Index Value as of 09/22/2023 5438.47

Index Performance

Multi-Horizon Returns % as of 2023-06-30
YTD2Q231Y3Y5Y7Y10YSince 12.20.91
Stratified Healthcare-
Cap-weight Healthcare-
Annual Index Performance % as of 2023-06-30
Stratified Healthcare-6.4422.5713.5418.90-0.2518.30-3.539.2230.9644.25
Cap-weight Healthcare-3.2425.2812.7119.616.5019.63-2.546.7326.4940.38
Index Statistics as of 2023-06-30
Vol.Sharpe RatioTrack. Err.Upside CaptureDown. Capture
Stratified Healthcare15.80.664.92103.8110.4
Cap-weight Healthcare14.00.79-100.0100.0
Top Holdings as of 2023-06-30
CompanyWeight (%)
CVS Health Corporation5.24
Walgreens Boots Alliance Inc4.94
Molina Healthcare1.92
Centene Corp1.77
Progyny Inc.1.77
Unitedhealth Group Inc1.77
Elevance Health Inc.1.71
Patterson Cos Inc1.64
Humana Inc1.58
Catalent Inc1.52