MarketGrader US Core Portfolio


Five Largest Companies
Symbol Name Grade Market Cap Country
AAPL Apple Inc. 58.1 $3,439,590 US
MSFT Microsoft Corporation 69.8 $3,248,740 US
NVDA NVIDIA Corporation 81.7 $2,901,080 US
GOOGL Alphabet Inc. Class A 77.0 $2,195,520 US
AMZN Amazon.com, Inc. 65.7 $1,905,760 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
SHLS Shoals Technologies Group, Inc. Class A 45.1 $1,123 US
HELE Helen of Troy Limited 42.5 $1,295 BM
PLAY Dave & Buster's Entertainment, Inc. 39.8 $1,536 US
AMPH Amphastar Pharmaceuticals, Inc. 78.2 $1,937 US
LAUR Laureate Education, Inc. 53.8 $2,310 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
AAPL Apple Inc. 58.1 34 US
TXN Texas Instruments Incorporated 52.1 34 US
GOOGL Alphabet Inc. Class A 77.0 33 US
UNP Union Pacific Corporation 57.0 33 US
AMGN Amgen Inc. 51.0 32 US
CSCO Cisco Systems, Inc. 52.1 32 US
MA Mastercard Incorporated Class A 60.9 32 US
MSFT Microsoft Corporation 69.8 32 US
NKE NIKE, Inc. Class B 54.6 32 US
PAYX Paychex, Inc. 62.9 32 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap $134,898
Median Market Cap $16,418
Avg. 3 Mo. Dollar Vol. $780,875,281
Avg. 3 Mo. Trading Vol. 5,792,612
Last Rebalance Date 03/18/2024
Companies Replaced 135
Biggest Sector Increase Consumer Staples
Biggest Sector Decrease Financials

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 22.0
Forward P/E Ratio (12 Mo.) 17.9
Price/Book Ratio 4.5
Avg. Revenue Chg. - 3 Yr 45.6%
Avg. Op. Income Chg. - 3 Yr. 64.1%
Avg. EPS Growth - 3 Yr. 18.0%
Avg. EPS Growth - 1 Yr. 13.5%
Avg. Operating Margin 19.2%
Avg. LT Debt to Total Capital 42.0%
Avg. Return on Equity 22.1%
Dividend Yield 0.8%
Index Average Grade
US Core Portfolio 58.82
Country Breakdown
United States Of America 95.96%
Bermuda 1.26%
Cyprus 0.51%
Luxembourg 0.51%
Sweden 0.51%
United Kingdom 0.25%
Italy 0.25%
For more information on this index please contact us

Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE