MarketGrader US Large Cap Value Index


Five Largest Companies
Symbol Name Grade Market Cap Country
GOOGL Alphabet Inc. Class A 75.4 ¤2,400,580 US
WMT Walmart Inc. 59.8 ¤744,535 US
XOM Exxon Mobil Corporation 49.8 ¤467,638 US
PG Procter & Gamble Company 46.2 ¤397,860 US
JNJ Johnson & Johnson 55.1 ¤351,151 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
BWA BorgWarner Inc. 56.5 ¤7,038 US
DOX Amdocs Limited 47.1 ¤9,801 US
MGM MGM Resorts International 47.0 ¤10,344 US
EMN Eastman Chemical Company 53.7 ¤10,614 US
SEIC SEI Investments Company 62.5 ¤10,888 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
JNJ Johnson & Johnson 55.1 31 US
UNP Union Pacific Corporation 55.0 31 US
AFL Aflac Incorporated 43.4 28 US
CSX CSX Corporation 53.1 27 US
BBY Best Buy Co., Inc. 47.5 26 US
WMT Walmart Inc. 59.8 25 US
GD General Dynamics Corporation 52.3 23 US
TROW T. Rowe Price Group 67.9 23 US
TXN Texas Instruments Incorporated 50.6 23 US
ALL Allstate Corporation 53.9 22 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤89,774
Median Market Cap ¤34,905
Avg. 3 Mo. Dollar Vol. ¤438,522,746
Avg. 3 Mo. Trading Vol. 4,530,393
Last Rebalance Date 09/23/2024
Companies Replaced 39
Biggest Sector Increase Consumer Discretionary
Biggest Sector Decrease Energy

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 16.2
Forward P/E Ratio (12 Mo.) 14.2
Price/Book Ratio 3.0
Avg. Revenue Chg. - 3 Yr 21.1%
Avg. Op. Income Chg. - 3 Yr. 13.7%
Avg. EPS Growth - 3 Yr. 7.2%
Avg. EPS Growth - 1 Yr. 11.3%
Avg. Operating Margin 17.5%
Avg. LT Debt to Total Capital 39.7%
Avg. Return on Equity 20.9%
Dividend Yield 1.5%
Index Average Grade
US Large Cap Value Index 56.53
Country Breakdown
United States Of America 99.0%
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