SYIND | Syntax Stratified Industrials Index

Index Description

The Syntax Stratified Industrials Index is a stratified-weight index of S&P 900 companies that operate in the industrial 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 193
Weighting Methodology Stratified
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYIND
Index Inception Date December 27, 2016
Base Index Value 100
Total Return Index Value (as of 05/25/2023) 3909.12

Index Performance

Multi-Horizon Returns
(% as of 03/31/2023)
YTD1Q231Y3Y5Y7Y10YSince 12.20.91
Stratified Industrials8.208.202.0229.2912.4015.0612.8312.60
Cap-weight Industrials4.454.45-0.4224.0210.1412.1911.5510.35

Annual Index Performance
(% as of 03/31/2023)
Stratified Industrials-4.8925.9320.0931.52-13.4325.7830.10-11.175.4235.27
Cap-weight Industrials-7.1724.0017.0929.63-13.0123.4320.41-5.247.1236.13

Index Statistics
(as of 03/31/2023)
Vol.Sharpe RatioTrack. Err.Upside CaptureDown. Capture
Stratified Industrials19.10.625.4895.385.0
Cap-weight Industrials19.90.49-100.0100.0

Top Holdings
(as of 03/31/2023)
CompanyWeight (%)
Mercury Systems Inc3.12
L3Harris Technologies Inc2.94
Illinois Tool Works Inc1.43
General Electric Co1.42
Boeing Co1.42
Dover Corp1.41
General Dynamics1.40
Crane Holdings Co.1.39
Textron Inc1.38
3M Co1.37