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US Large Cap Select Index US Large Cap 100 Index US Large Cap 200 Index US Mid Cap 100 Index US Small Cap (ex-Mid) 100 Index US Small Cap Core 100 Index Barron's 400 Index U.S. All-Cap 100 Index
US Style
US Large Cap Growth Index US Large Cap Value Index
US Income
US Income 100 Index US All Cap Income 100 Index
US Sectors
US Consumer Discretionary Index US Consumer Staples Index US Energy Index US Financials Index US Health Care Index US Industrials Index US Materials Index US Technology Index
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U.S. Growth Compounders Index
MarketGrader Developed Markets Indexes
Developed Markets Core
Europe 100 Index Europe Small Cap 200 Index UK 50 Index UK Small Cap 100 Index Japan 100 Index Japan Small Cap 200 Index Australia Large Cap 30 Index Australia Small Cap 80 Index Israel Index Israel All-Cap 40 Index Canada Large Cap 40 Index Canada Small Cap 60 Index
Developed Markets Sectors
Developed Markets (ex-US) Health Care Index Developed Markets (ex-Australia) Health Care Index
Developed Markets Income
Developed Markets (ex-US) Income 200 Index Developed Markets (ex-US) Income 100 Index Developed Markets (ex-US) High Dividend Yield 100 Index Australia High Dividend Yield 30 Index Australia Income 30 Index
MarketGrader Emerging Markets Indexes
Emerging Markets Core
Emerging Markets 200 Index Emerging Markets 200 (Country Capped) Index Emerging Markets 100 Index Emerging Markets 100 (Country Capped) Index Emerging Markets (ex-China) 100 Index India Large Cap 50 Index India All-Cap Growth Leaders Index China All-Cap Growth Leaders Index Brazil 30 Index Brazil All-Cap Growth Leaders Index
Emerging Markets Sectors
China Consumer Discretionary Index China Consumer Staples Index China Health Care Index China Technology Index
Emerging Markets Thematic
China New Economy Index New China ESG Index China New Elite Index MILA (LatAm) 40 Index
MarketGrader Model Portfolios
US Core Portfolio US Growth Compounding Portfolio
MarketGrader - Global Indexes Report Card: Q1 2024

MarketGrader - Global Indexes Report Card: Q1 2024
MarketGrader Equity Ratings Overview

MarketGrader Ratings Overview

MarketGrader US Core Portfolio


Five Largest Companies
Symbol Name Grade Market Cap Country
MSFT Microsoft Corporation 70.8 ¤2,935,320 US
AAPL Apple Inc. 61.7 ¤2,614,310 US
NVDA NVIDIA Corporation 81.4 ¤2,076,020 US
GOOGL Alphabet Inc. Class A 77.0 ¤2,027,340 US
AMZN Amazon.com, Inc. 59.6 ¤1,861,100 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
SHLS Shoals Technologies Group, Inc. Class A 53.9 ¤1,449 US
PRFT Perficient, Inc. 55.0 ¤1,652 US
AMPH Amphastar Pharmaceuticals, Inc. 73.3 ¤2,056 US
PLAY Dave & Buster's Entertainment, Inc. 53.4 ¤2,108 US
HELE Helen of Troy Limited 53.1 ¤2,227 BM

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
AAPL Apple Inc. 61.7 34 US
TXN Texas Instruments Incorporated 53.3 34 US
GOOGL Alphabet Inc. Class A 77.0 33 US
UNP Union Pacific Corporation 57.0 33 US
AMGN Amgen Inc. 52.0 32 US
CSCO Cisco Systems, Inc. 59.9 32 US
MA Mastercard Incorporated Class A 64.0 32 US
MSFT Microsoft Corporation 70.8 32 US
NKE NIKE, Inc. Class B 57.0 32 US
PAYX Paychex, Inc. 64.8 32 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤116,731
Median Market Cap ¤16,660
Avg. 3 Mo. Dollar Vol. ¤790,730,465
Avg. 3 Mo. Trading Vol. 4,015,957
Last Rebalance Date 03/18/2024
Companies Replaced 135
Biggest Sector Increase Consumer Staples
Biggest Sector Decrease Financials

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 22.8
Forward P/E Ratio (12 Mo.) 16.4
Price/Book Ratio 4.4
Avg. Revenue Chg. - 3 Yr 47.5%
Avg. Op. Income Chg. - 3 Yr. 63.5%
Avg. EPS Growth - 3 Yr. 19.4%
Avg. EPS Growth - 1 Yr. 13.7%
Avg. Operating Margin 18.8%
Avg. LT Debt to Total Capital 42.0%
Avg. Return on Equity 22.3%
Dividend Yield 0.8%
Index Average Grade
US Core Portfolio 59.99
Country Breakdown
United States Of America 96.72%
Bermuda 1.26%
Cyprus 0.51%
Luxembourg 0.51%
Sweden 0.51%
United Kingdom 0.25%
Italy 0.25%
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