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 162
Weighting Methodology Stratified
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYFIN
Index Inception Date December 27, 2016
Total Return Index Value as of 12/13/2023 3816.32

Index Performance

Multi-Horizon Returns % as of 2023-09-30
YTD3Q231Y3Y5Y7Y10YSince 12.20.91
Stratified Financials-0.21-1.8610.6216.417.319.549.8611.66
Cap-weight Financials-3.75-2.567.0412.074.328.088.198.54
Annual Index Performance % as of 2023-09-30
Stratified Financials-10.2138.652.0129.92-13.9214.9924.431.8213.0634.45
Cap-weight Financials-12.9936.76-5.5531.11-13.0418.3519.24-0.3015.1033.76
Index Statistics as of 2023-09-30
Vol.Sharpe RatioTrack. Err.Upside CaptureDown. Capture
Stratified Financials19.00.464.1497.389.3
Cap-weight Financials18.80.37-100.0100.0
Top Holdings as of 2023-09-30
Click on a company name to view more information on key statistics, classification and more. Premium data requires an Affinity login.
Company Weight (%)
Loews Corp 1.94
Goldman Sachs Group Inc 1.90
Jefferies Financial Group Inc. 1.89
Berkshire Hathaway B 1.84
Morgan Stanley 1.84
Erie Indemnity Co A 1.52
American Intl Group Inc 1.46
Associated Banc-Corp (IL) 1.45
Hartford Finl Services Group 1.42
Webster Financial Corp (CT) 1.39