MarketGrader US Large Cap Value Index


Five Largest Companies
Symbol Name Grade Market Cap Country
GOOGL Alphabet Inc. Class A 77.2 ¤2,492,452 US
JNJ Johnson & Johnson 64.4 ¤431,791 US
BAC Bank of America Corp 52.9 ¤366,496 US
WFC Wells Fargo & Company 56.6 ¤253,392 US
ABT Abbott Laboratories 61.2 ¤230,768 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
FTV Fortive Corp. 44.0 ¤16,683 US
ESS Essex Property Trust, Inc. 50.0 ¤17,180 US
PFG Principal Financial Group, Inc. 29.8 ¤17,982 US
HAL Halliburton Company 55.9 ¤18,987 US
BIIB Biogen Inc. 59.8 ¤20,425 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
JNJ Johnson & Johnson 64.4 32 US
UNP Union Pacific Corporation 56.3 32 US
AFL Aflac Incorporated 42.8 29 US
PNC PNC Financial Services Group, Inc. 63.0 26 US
BIIB Biogen Inc. 59.8 24 US
GD General Dynamics Corporation 58.0 24 US
TROW T. Rowe Price Group 59.3 24 US
ALL Allstate Corporation 61.9 23 US
AMGN Amgen Inc. 61.9 23 US
FCX Freeport-McMoRan, Inc. 58.3 23 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤101,504
Median Market Cap ¤51,532
Avg. 3 Mo. Dollar Vol. ¤566,281,215
Avg. 3 Mo. Trading Vol. 5,856,232
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.) 16.6
Forward P/E Ratio (12 Mo.) 15.1
Price/Book Ratio 2.9
Avg. Revenue Chg. - 3 Yr 14.0%
Avg. Op. Income Chg. - 3 Yr. 12.5%
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 43.0%
Avg. Return on Equity 19.4%
Dividend Yield 1.8%
Index Average Grade
US Large Cap Value Index 56.99
Country Breakdown
United States Of America 98.0%
Bermuda 1.0%
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