MarketGrader US Large Cap Value Index


Five Largest Companies
Symbol Name Grade Market Cap Country
GOOGL Alphabet Inc. Class A 77.0 ¤2,155,419 US
JNJ Johnson & Johnson 61.8 ¤379,413 US
BAC Bank of America Corp 49.9 ¤353,772 US
WFC Wells Fargo & Company 54.6 ¤268,014 US
ABT Abbott Laboratories 65.2 ¤232,443 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
FTV Fortive Corp. 44.6 ¤17,986 US
PFG Principal Financial Group, Inc. 31.7 ¤18,294 US
ESS Essex Property Trust, Inc. 44.9 ¤18,463 US
HAL Halliburton Company 50.9 ¤19,051 US
GPN Global Payments Inc. 56.9 ¤19,808 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
JNJ Johnson & Johnson 61.8 32 US
UNP Union Pacific Corporation 50.5 32 US
AFL Aflac Incorporated 38.9 29 US
PNC PNC Financial Services Group, Inc. 53.2 26 US
BIIB Biogen Inc. 51.7 24 US
GD General Dynamics Corporation 56.6 24 US
TROW T. Rowe Price Group 57.3 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 ¤97,209
Median Market Cap ¤51,510
Avg. 3 Mo. Dollar Vol. ¤535,546,011
Avg. 3 Mo. Trading Vol. 5,939,642
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.) 17.1
Forward P/E Ratio (12 Mo.) 14.9
Price/Book Ratio 3.0
Avg. Revenue Chg. - 3 Yr 16.0%
Avg. Op. Income Chg. - 3 Yr. 10.0%
Avg. EPS Growth - 3 Yr. 6.0%
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 1.8%
Index Average Grade
US Large Cap Value Index 55.68
Country Breakdown
United States Of America 98.0%
Bermuda 1.0%
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