SYTXSX | Texas Capital Texas Equity Index

Index Description

The Texas Capital Texas Equity Index measures the performance of the subset of companies in the Syntax US 3000 Index that are domiciled in the State of Texas. The index is weighted by float-adjusted market capitalization with industry weights set proportional to the state of Texas's industry GDP at each rebalance.

Index Facts

Number of Constituents 215
Weighting Methodology Float Market Cap, Industry Constrained
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYTXSX
Index Inception Date March 30, 2023
Total Return Index Value as of 10/03/2023 5202.64

Index Performance

Multi-Horizon Returns % as of 2023-06-30
YTD2Q231Y3Y5Y7Y10YSince 09.16.05
Texas Capital Texas Equity9.675.5514.6625.8612.5212.3110.0810.01
Syntax US MidCap 8008.724.6114.0513.108.9110.7310.709.23
Annual Index Performance % as of 2023-06-30
Texas Capital Texas Equity-8.1756.746.8826.19-7.8010.2014.07-8.522.1430.54
Syntax US MidCap 800-16.8222.7618.9830.89-9.0619.6614.19-3.1713.0736.34
Index Statistics as of 2023-06-30
Vol.Sharpe RatioTrack. Err.Upside CaptureDown. Capture
Texas Capital Texas Equity22.40.4015.2585.881.2
Syntax US MidCap 80016.80.57-100.0100.0
Index Fundamentals as of 2023-06-30
BetaDividend YieldP / E Ratio
Texas Capital Texas Equity0.982.1017.0
Syntax US MidCap 8001.001.8224.9
Top Holdings as of 2023-06-30
CompanyWeight (%)
Tesla Inc5.50
McKesson Corp4.07
Crown Castle Inc.3.80
Waste Management Inc3.73
Charles Schwab Corp3.58
Exxon Mobil Corp3.30
Tenet Healthcare2.83
Sysco Corp2.64
CrowdStrike Holdings Inc2.56
Digital Realty Trust2.55