MarketGrader US Large Cap Value Index


Five Largest Companies
Symbol Name Grade Market Cap Country
GOOGL Alphabet Inc. Class A 77.7 ¤2,085,521 US
JNJ Johnson & Johnson 61.8 ¤369,524 US
BAC Bank of America Corp 50.6 ¤333,210 US
WFC Wells Fargo & Company 56.0 ¤242,469 US
ABT Abbott Laboratories 64.5 ¤231,138 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
HAL Halliburton Company 50.5 ¤17,263 US
PFG Principal Financial Group, Inc. 32.4 ¤17,610 US
ESS Essex Property Trust, Inc. 44.9 ¤18,162 US
GPN Global Payments Inc. 56.9 ¤18,498 US
RF Regions Financial Corporation 63.5 ¤19,390 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. 54.7 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 51.9 23 US
AMGN Amgen Inc. 62.2 23 US
FCX Freeport-McMoRan, Inc. 51.1 23 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤90,943
Median Market Cap ¤49,498
Avg. 3 Mo. Dollar Vol. ¤609,754,793
Avg. 3 Mo. Trading Vol. 7,055,092
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.) 14.6
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. 10.2%
Avg. Operating Margin 20.3%
Avg. LT Debt to Total Capital 43.8%
Avg. Return on Equity 19.5%
Dividend Yield 1.9%
Index Average Grade
US Large Cap Value Index 56.06
Country Breakdown
United States Of America 98.0%
Bermuda 1.0%
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