MarketGrader U.S. All-Cap 100 Index

Strategy

The MarketGrader 100 Index seeks to follow the most fundamentally sound companies with the best growth prospects in the United States. Since its constituents are equally weighted the index gives each company an equal opportunity to contribute to the performance of the portfolio regardless of market size, sector or business model. It was designed to offer investors who follow market cap weighted benchmarks an alternative way to capture the growth in the world’s largest economy and deepest financial market.

Base Date

September 20, 2002

No. of Constituents

100

Minimum Market Cap

USD $100 million

Minimum Liquidity

USD $2 million

Sector Limit

25% (25 companies)

Industry Limit

12% (12 companies)

Geographic Exposure

United States

Rebalance Frequency

Semi-annual

Underlying Universe

Companies domiciled in the North America, excluding Canada, listed in U.S. exchanges

Literature

Index Fact Sheet

Licensing Opportunities

2701 Ponce de Leon Boulevard, Suite 202
Coral Gables, Florida 33134 USA
Phone (786) 472-9017
Licensing@marketgrader.com

MarketGrader U.S. All-Cap 100 Index

Overview

Snapshot

Constituents

Breakdown

Performance

Resources