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 402
Weighting Methodology Stratified
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYMID
Index Inception Date December 27, 2016
Total Return Index Value as of 12/13/2023 6226.45

Index Performance

Multi-Horizon Returns % as of 2023-09-30
YTD3Q231Y3Y5Y7Y10YSince 12.20.91
Stratified MidCap4.83-4.8618.2712.446.529.449.4313.57
S&P 4004.27-4.2015.5212.056.068.778.9411.37
S&P 400 Eq. Weight4.89-4.1717.2814.856.689.048.9411.49
Annual Index Performance % as of 2023-09-30
Stratified MidCap-12.3022.5417.7923.81-7.3315.1319.77-4.1011.6237.38
S&P 400-13.0624.7613.6626.20-11.0816.2420.74-2.189.7733.50
S&P 400 Eq. Weight-11.4727.1215.7723.29-11.9413.8723.95-5.248.9834.62
Index Statistics as of 2023-09-30
Vol.Sharpe RatioTrack. Err.Upside CaptureDown. Capture
Stratified MidCap18.30.452.42103.8103.0
S&P 40017.80.44-100.0100.0
S&P 400 Eq. Weight19.20.402.53105.4107.6
Index Fundamentals as of 2023-09-30
BetaDividend YieldP / E Ratio
Stratified MidCap1.021.8921.4
S&P 4001.001.9615.8
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 (%)
Coty Inc. 1.78
The Scotts Miracle-Gro Company 1.78
Frontier Communications Parent Inc 0.86
GoDaddy Inc A 0.81
Cable One Inc. 0.80
NCR Corp 0.80
Ziff Davis Inc 0.80
Doximity Inc. 0.76
Light & Wonder Inc. 0.76
Sector Allocation as of 2023-09-30
  • Energy
  • Food
  • Consumer
  • Info. Tools
  • Information
  • Industrials
  • Healthcare
  • Financials