MarketGrader Smart Beta Indexes

Our lineup of global equity indexes helps investors profit by owning the best compounders of growth in the world.

MarketGrader US Indexes
US Core
US Large Cap Select Index US Large Cap 100 Index US Large Cap 200 Index US Mid Cap 100 Index US Small Cap (ex-Mid) 100 Index US Small Cap Core 100 Index Barron's 400 Index U.S. All-Cap 100 Index
US Style
US Large Cap Growth Index US Large Cap Value Index
US Income
US Income 100 Index US All Cap Income 100 Index
US Sectors
US Consumer Discretionary Index US Consumer Staples Index US Energy Index US Financials Index US Health Care Index US Industrials Index US Materials Index US Technology Index
US Thematic
U.S. Growth Compounders Index
MarketGrader Developed Markets Indexes
Developed Markets Core
Europe 100 Index Europe Small Cap 200 Index UK 50 Index UK Small Cap 100 Index Japan 100 Index Japan Small Cap 200 Index Australia Large Cap 30 Index Australia Small Cap 80 Index Israel Index Israel All-Cap 40 Index Canada Large Cap 40 Index Canada Small Cap 60 Index
Developed Markets Sectors
Developed Markets (ex-US) Health Care Index Developed Markets (ex-Australia) Health Care Index
Developed Markets Income
Developed Markets (ex-US) Income 200 Index Developed Markets (ex-US) Income 100 Index Developed Markets (ex-US) High Dividend Yield 100 Index Australia High Dividend Yield 30 Index Australia Income 30 Index
MarketGrader Emerging Markets Indexes
Emerging Markets Core
Emerging Markets 200 Index Emerging Markets 200 (Country Capped) Index Emerging Markets 100 Index Emerging Markets 100 (Country Capped) Index Emerging Markets (ex-China) 100 Index India Large Cap 50 Index India All-Cap Growth Leaders Index China All-Cap Growth Leaders Index
Emerging Markets Sectors
China Consumer Discretionary Index China Consumer Staples Index China Health Care Index China Technology Index
Emerging Markets Thematic
China New Economy Index New China ESG Index China New Elite Index MILA (LatAm) 40 Index
MarketGrader Model Portfolios
US Core Portfolio US Growth Compounding Portfolio
MarketGrader - Global Indexes Report Card: Q1 2024

MarketGrader - Global Indexes Report Card: Q1 2024
MarketGrader Equity Ratings Overview

MarketGrader Ratings Overview

As investors migrate from active to passive investing, and from traditional indexes to smart beta, they need a methodology to guide them. MarketGrader provides it, through our lineup of smart beta indexes designed to help investors capture the long-term shareholder returns of the most successful and consistent growth companies in the world.

We offer more than 50 indexes across U.S., developed and emerging markets, and across a range of investing styles, sectors and thematics.

Smart beta indexes, a category MarketGrader helped pioneer in the early 2000s, mitigate risks inherent in traditional indexes by selecting stocks based on measures other than size, such as company fundamentals. MarketGrader's daily analysis of 40,000+ public companies allows us to build any type of exposure, for any type of investor, anywhere in the world.

MarketGrader's quantitative analysis engine grades all public companies in the world to help investors find the best creators of long-term shareholder value, regardless of size, sector, business model, or location. We have a 20-year track record of superior-risk adjusted returns across global markets to prove it. Learn more about our methodology and how it helps investors achieve superior returns.

Our smart beta indexes are built based on three core beliefs:
  1. Among all investable asset classes, growth stocks represent by far the single largest source of capital appreciation and wealth accumulation.
  2. Among all stocks, the most consistent creators of economic value have historically been the best sources of wealth creation in the form of shareholder value; we call these "growth compounders."
  3. While stock markets globally offer significant capital appreciation opportunities, the tools needed across developed and emerging economies and among individual countries vary significantly.

We start our index construction process by taking a broad look at any particular market, country or region in order to identify its investable universe. This requires a close look at each market's liquidity, size breakdown and local restrictions on the ownership of shares by foreign investors.

Based on each market's unique characteristics, we then define each index's methodology in order to arrive at an optimal exposure. This includes constituent count, liquidity and size restrictions, caps on sector exposures, weighting scheme, rebalance schedule and any market-specific rules that ensure the resulting index is fully investable, replicable, transparent and efficient.

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