MarketGrader US Large Cap Value Index


Five Largest Companies
Symbol Name Grade Market Cap Country
GOOGL Alphabet Inc. Class A 67.4 $1,919,660 US
JPM JPMorgan Chase & Co. 59.3 $520,771 US
WMT Walmart Inc. 51.6 $481,879 US
XOM Exxon Mobil Corporation 50.2 $470,943 US
ORCL Oracle Corporation 61.1 $331,525 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
HOG Harley-Davidson, Inc. 64.7 $5,300 US
CMA Comerica Incorporated 61.2 $6,628 US
SEIC SEI Investments Company 54.3 $8,723 US
AGCO AGCO Corporation 68.7 $8,736 US
DOX Amdocs Limited 58.4 $9,882 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
CSCO Cisco Systems, Inc. 59.5 31 US
UNP Union Pacific Corporation 53.5 30 US
CSX CSX Corporation 57.0 26 US
PNC PNC Financial Services Group, Inc. 55.1 25 US
WMT Walmart Inc. 51.6 24 US
AMGN Amgen Inc. 52.0 22 US
GD General Dynamics Corporation 53.6 22 US
JPM JPMorgan Chase & Co. 59.3 22 US
TROW T. Rowe Price Group 59.6 22 US
TXN Texas Instruments Incorporated 52.8 22 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap $81,055
Median Market Cap $36,206
Avg. 3 Mo. Dollar Vol. $408,880,785
Avg. 3 Mo. Trading Vol. 4,814,245
Last Rebalance Date 03/18/2024
Companies Replaced 46
Biggest Sector Increase Health Care
Biggest Sector Decrease Consumer Discretionary

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 14.6
Forward P/E Ratio (12 Mo.) 13.9
Price/Book Ratio 2.8
Avg. Revenue Chg. - 3 Yr 38.6%
Avg. Op. Income Chg. - 3 Yr. 52.4%
Avg. EPS Growth - 3 Yr. 16.8%
Avg. EPS Growth - 1 Yr. 10.3%
Avg. Operating Margin 18.8%
Avg. LT Debt to Total Capital 37.9%
Avg. Return on Equity 20.6%
Dividend Yield 1.8%
Index Average Grade
MarketGrader US Large Cap Value Index 58.36
Country Breakdown
United States Of America 100.0%
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