SYMID | Syntax Stratified MidCap Index

Index Description

The Syntax Stratified MidCap Index is the stratified-weight version of the widely-used S&P MidCap 400® Index. The index holds the same constituents as the S&P MidCap 400, but the weight of each company in the Syntax Stratified MidCap Index is based on Syntax’s patented methodology to control exposure to related business risks (RBRs).

Index Facts

Number of Constituents 401
Weighting Methodology Stratified
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYMID
Index Inception Date December 27, 2016
Total Return Index Value as of 02/23/2024 6489.26

Index Performance

Multi-Horizon Returns % as of 2023-12-31
YTD 4Q23 1Y 3Y 5Y 7Y 10Y Since 12.20.91
Stratified MidCap17.8112.3817.818.1813.0510.179.7113.87
S&P 40016.4411.6716.448.0912.629.379.2711.66
S&P 400 Eq. Weight17.7212.2417.729.8313.599.579.2711.79
Annual Index Performance % as of 2023-12-31
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Stratified MidCap17.81-12.322.5417.7923.81-7.3315.1319.77-4.111.62
S&P 40016.44-13.0624.7613.6626.2-11.0816.2420.74-2.189.77
S&P 400 Eq. Weight17.72-11.4727.1215.7723.29-11.9413.8723.95-5.248.98
Index Statistics as of 2023-12-31
Vol. Sharpe Ratio Track. Err. Upside Capture Down. Capture
Stratified MidCap18.80.452.43103.8103.3
S&P 40018.20.44-100.0100.0
S&P 400 Eq. Weight19.60.412.53105.4107.5
Index Fundamentals as of 2023-12-31
Beta Dividend Yield P / E Ratio
Stratified MidCap1.031.624.7
S&P 4001.01.7618.5
S&P 400 Eq. Weight1.071.8318.9
Top Holdings as of 2023-12-31
Click on a company name to view more information on key statistics, classification and more. Premium data requires an Affinity login.
Company Weight (%)
Coty Inc. 1.80
The Scotts Miracle-Gro Company 1.77
Amkor Technology Inc 0.87
Doximity Inc. 0.86
Arrowhead Pharmaceuticals Inc 0.82
Livent Corporation 0.82
Frontier Communications Parent Inc 0.81
Ziff Davis Inc 0.80
Cable One Inc. 0.79
Qualys Inc. 0.78
Sector Allocation as of 2023-12-31
  • Energy
  • Food
  • Consumer
  • Info. Tools
  • Information
  • Industrials
  • Healthcare
  • Financials