MarketGrader US Large Cap Value Index


Five Largest Companies
Symbol Name Grade Market Cap Country
BAC Bank of America Corp 52.9 ¤374,644 US
CSCO Cisco Systems, Inc. 53.1 ¤263,006 US
WFC Wells Fargo & Company 56.6 ¤260,952 US
ABT Abbott Laboratories 61.7 ¤232,752 US
AXP American Express Company 53.8 ¤226,377 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
BMRN BioMarin Pharmaceutical Inc. 76.8 ¤10,386 US
NCLH Norwegian Cruise Line Holdings Ltd. 61.1 ¤12,044 US
UHS Universal Health Services, Inc. Class B 67.5 ¤12,201 US
PAA Plains All American Pipeline, L.P. 52.0 ¤12,280 US
CF CF Industries Holdings, Inc. 67.5 ¤13,870 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
UNP Union Pacific Corporation 56.3 33 US
CSCO Cisco Systems, Inc. 53.1 32 US
CMI Cummins Inc. 66.7 30 US
PNC PNC Financial Services Group, Inc. 63.4 27 US
BIIB Biogen Inc. 60.4 25 US
TROW T. Rowe Price Group 59.3 25 US
FCX Freeport-McMoRan, Inc. 58.0 24 US
TXN Texas Instruments Incorporated 57.4 24 US
EOG EOG Resources, Inc. 57.4 23 US
FITB Fifth Third Bancorp 56.8 23 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤105,523
Median Market Cap ¤51,885
Avg. 3 Mo. Dollar Vol. ¤581,583,338
Avg. 3 Mo. Trading Vol. 5,864,613
Last Rebalance Date 03/24/2025
Companies Replaced 44
Biggest Sector Increase Utilities
Biggest Sector Decrease Consumer Discretionary

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 16.7
Forward P/E Ratio (12 Mo.) 15.2
Price/Book Ratio 2.8
Avg. Revenue Chg. - 3 Yr 14.2%
Avg. Op. Income Chg. - 3 Yr. 12.1%
Avg. EPS Growth - 3 Yr. 5.7%
Avg. EPS Growth - 1 Yr. 11.5%
Avg. Operating Margin 20.4%
Avg. LT Debt to Total Capital 43.1%
Avg. Return on Equity 19.4%
Dividend Yield 1.8%
Index Average Grade
US Large Cap Value Index 57.03
Country Breakdown
United States Of America 99.0%
Bermuda 1.0%
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