MarketGrader US Large Cap Value Index


Five Largest Companies
Symbol Name Grade Market Cap Country
GOOGL Alphabet Inc. Class A 75.4 ¤2,394,340 US
WMT Walmart Inc. 59.8 ¤745,418 US
XOM Exxon Mobil Corporation 49.8 ¤468,033 US
PG Procter & Gamble Company 46.2 ¤400,734 US
JNJ Johnson & Johnson 55.1 ¤350,501 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
BWA BorgWarner Inc. 56.5 ¤7,055 US
DOX Amdocs Limited 47.1 ¤9,781 US
MGM MGM Resorts International 47.0 ¤10,388 US
EMN Eastman Chemical Company 53.7 ¤10,607 US
SEIC SEI Investments Company 62.5 ¤10,897 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
JNJ Johnson & Johnson 55.1 31 US
UNP Union Pacific Corporation 55.0 31 US
AFL Aflac Incorporated 43.4 28 US
CSX CSX Corporation 53.1 27 US
BBY Best Buy Co., Inc. 47.5 26 US
WMT Walmart Inc. 59.8 25 US
GD General Dynamics Corporation 52.3 23 US
TROW T. Rowe Price Group 67.9 23 US
TXN Texas Instruments Incorporated 50.6 23 US
ALL Allstate Corporation 53.9 22 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤89,785
Median Market Cap ¤34,937
Avg. 3 Mo. Dollar Vol. ¤428,076,967
Avg. 3 Mo. Trading Vol. 4,414,510
Last Rebalance Date 09/23/2024
Companies Replaced 39
Biggest Sector Increase Consumer Discretionary
Biggest Sector Decrease Energy

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 16.4
Forward P/E Ratio (12 Mo.) 14.3
Price/Book Ratio 3.0
Avg. Revenue Chg. - 3 Yr 21.1%
Avg. Op. Income Chg. - 3 Yr. 13.7%
Avg. EPS Growth - 3 Yr. 7.2%
Avg. EPS Growth - 1 Yr. 11.3%
Avg. Operating Margin 17.5%
Avg. LT Debt to Total Capital 39.7%
Avg. Return on Equity 20.9%
Dividend Yield 1.5%
Index Average Grade
US Large Cap Value Index 56.53
Country Breakdown
United States Of America 99.0%
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