A focused approach to finding quality compounders in the U.S. small cap universe.
The MarketGrader U.S. Small Cap Select 50 Index provides a targeted portfolio of 50 high-quality small cap companies that demonstrate disciplined growth, strong balance sheets, and prudent capital allocation. Selected from across the U.S. small cap universe, these businesses stand out for their ability to generate long-term returns through consistent financial execution.
Where traditional small cap benchmarks often include low-quality or speculative names, this index systematically filters for resilience and efficiency—aiming to harness the alpha potential of small caps while maintaining strict quality controls. The result is a small cap portfolio designed not for breadth, but for durability.
