MarketGrader US Large Cap Value Index


Five Largest Companies
Symbol Name Grade Market Cap Country
GOOGL Alphabet Inc. Class A 79.0 ¤1,853,621 US
JNJ Johnson & Johnson 61.4 ¤371,647 US
BAC Bank of America Corp 51.0 ¤314,757 US
WFC Wells Fargo & Company 57.2 ¤235,765 US
ABT Abbott Laboratories 64.5 ¤231,816 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
BIIB Biogen Inc. 52.4 ¤17,315 US
HAL Halliburton Company 50.5 ¤17,504 US
PFG Principal Financial Group, Inc. 32.4 ¤17,689 US
ESS Essex Property Trust, Inc. 51.6 ¤18,201 US
RF Regions Financial Corporation 65.0 ¤19,021 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
JNJ Johnson & Johnson 61.4 32 US
UNP Union Pacific Corporation 51.7 32 US
AFL Aflac Incorporated 37.5 29 US
PNC PNC Financial Services Group, Inc. 55.0 26 US
BIIB Biogen Inc. 52.4 24 US
GD General Dynamics Corporation 57.0 24 US
TROW T. Rowe Price Group 63.6 24 US
ALL Allstate Corporation 51.9 23 US
AMGN Amgen Inc. 54.2 23 US
FCX Freeport-McMoRan, Inc. 51.0 23 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤86,114
Median Market Cap ¤47,498
Avg. 3 Mo. Dollar Vol. ¤613,837,294
Avg. 3 Mo. Trading Vol. 7,109,180
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.) 15.8
Forward P/E Ratio (12 Mo.) 14.6
Price/Book Ratio 2.9
Avg. Revenue Chg. - 3 Yr 16.2%
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 43.2%
Avg. Return on Equity 19.9%
Dividend Yield 1.9%
Index Average Grade
US Large Cap Value Index 55.82
Country Breakdown
United States Of America 99.0%
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