MarketGrader US Large Cap Value Index


Five Largest Companies
Symbol Name Grade Market Cap Country
GOOGL Alphabet Inc. Class A 77.7 ¤2,103,238 US
JNJ Johnson & Johnson 61.8 ¤362,667 US
BAC Bank of America Corp 49.9 ¤339,386 US
WFC Wells Fargo & Company 56.0 ¤243,217 US
ABT Abbott Laboratories 64.5 ¤230,372 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
PFG Principal Financial Group, Inc. 32.8 ¤17,032 US
ESS Essex Property Trust, Inc. 44.9 ¤18,286 US
BIIB Biogen Inc. 52.4 ¤18,542 US
GPN Global Payments Inc. 56.9 ¤18,574 US
HAL Halliburton Company 50.1 ¤19,154 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
JNJ Johnson & Johnson 61.8 32 US
UNP Union Pacific Corporation 51.7 32 US
AFL Aflac Incorporated 38.9 29 US
PNC PNC Financial Services Group, Inc. 53.9 26 US
BIIB Biogen Inc. 52.4 24 US
GD General Dynamics Corporation 56.6 24 US
TROW T. Rowe Price Group 57.9 24 US
ALL Allstate Corporation 53.0 23 US
AMGN Amgen Inc. 62.2 23 US
FCX Freeport-McMoRan, Inc. 50.7 23 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤92,175
Median Market Cap ¤48,762
Avg. 3 Mo. Dollar Vol. ¤581,444,755
Avg. 3 Mo. Trading Vol. 6,650,188
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.) 16.6
Forward P/E Ratio (12 Mo.) 14.5
Price/Book Ratio 2.9
Avg. Revenue Chg. - 3 Yr 16.0%
Avg. Op. Income Chg. - 3 Yr. 11.2%
Avg. EPS Growth - 3 Yr. 6.1%
Avg. EPS Growth - 1 Yr. 10.1%
Avg. Operating Margin 20.3%
Avg. LT Debt to Total Capital 43.8%
Avg. Return on Equity 18.9%
Dividend Yield 1.9%
Index Average Grade
US Large Cap Value Index 56.01
Country Breakdown
United States Of America 98.0%
Bermuda 1.0%
For more information on this index please contact us

Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE