MarketGrader US Large Cap Value Index


Five Largest Companies
Symbol Name Grade Market Cap Country
GOOGL Alphabet Inc. Class A 77.2 ¤2,321,222 US
JNJ Johnson & Johnson 64.4 ¤396,750 US
BAC Bank of America Corp 54.8 ¤350,126 US
WFC Wells Fargo & Company 59.0 ¤262,384 US
GS Goldman Sachs Group, Inc. 43.4 ¤222,027 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
FTV Fortive Corp. 44.0 ¤16,216 US
ESS Essex Property Trust, Inc. 44.9 ¤16,757 US
PFG Principal Financial Group, Inc. 30.5 ¤17,338 US
BIIB Biogen Inc. 59.5 ¤18,767 US
HAL Halliburton Company 55.6 ¤19,098 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
JNJ Johnson & Johnson 64.4 32 US
UNP Union Pacific Corporation 56.3 32 US
AFL Aflac Incorporated 38.9 29 US
PNC PNC Financial Services Group, Inc. 63.7 26 US
BIIB Biogen Inc. 59.5 24 US
GD General Dynamics Corporation 58.0 24 US
TROW T. Rowe Price Group 57.3 24 US
ALL Allstate Corporation 53.4 23 US
AMGN Amgen Inc. 62.2 23 US
FCX Freeport-McMoRan, Inc. 58.0 23 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤97,565
Median Market Cap ¤49,343
Avg. 3 Mo. Dollar Vol. ¤573,843,180
Avg. 3 Mo. Trading Vol. 6,077,831
Last Rebalance Date 03/24/2025
Companies Replaced 53
Biggest Sector Increase Utilities
Biggest Sector Decrease Consumer Discretionary

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 16.1
Forward P/E Ratio (12 Mo.) 14.4
Price/Book Ratio 2.9
Avg. Revenue Chg. - 3 Yr 14.4%
Avg. Op. Income Chg. - 3 Yr. 12.5%
Avg. EPS Growth - 3 Yr. 5.9%
Avg. EPS Growth - 1 Yr. 11.8%
Avg. Operating Margin 20.4%
Avg. LT Debt to Total Capital 43.8%
Avg. Return on Equity 19.6%
Dividend Yield 1.8%
Index Average Grade
US Large Cap Value Index 56.49
Country Breakdown
United States Of America 98.0%
Bermuda 1.0%
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