Tag Archives: large caps
35/20 Vision: The S&P 500 Capped 35/20 Indices
As U.S. equity markets continue to reach new highs, market leadership has become increasingly concentrated among a handful of large-cap stocks. The S&P 500 Capped 35/20 Indices use weight caps to maintain diversification within sector-specific benchmarks. Each index in the range comprises all constituents from its respective GICS® sector of the S&P 500® while mitigating…
- Categories Equities
- Other Tags
- Categories
- Equities
- Other Tags
The S&P Israel 30 LargeCap Index: Uncovering the Performance of Israel’s Large Caps
Opening the Door to Untapped Opportunities As investors broaden their opportunity set beyond the most widely held markets, Israel’s large-cap equities have increasingly drawn attention. The S&P Israel 30 LargeCap Index offers a focused way to access this segment of the market, capturing many of the country’s most liquid companies across sectors such as Information…
- Categories Equities
- Other Tags
- Categories
- Equities
- Other Tags
Addressing Concentration with the S&P 500 3% Capped Index
Concentration within the S&P 500® has risen sharply in recent years, reaching multi-decade highs (see Exhibit 1) and reflecting broader trends in the U.S. large-cap equity market. As a result, more market participants are actively seeking ways to mitigate concentration risk. The S&P 500 3% Capped Index offers a practical approach by applying a straightforward…
- Categories Equities
- Other Tags
- Categories
- Equities
- Other Tags
Rethinking U.S. Equity Exposure: A New Index Approach
With global fragmentation accelerating and geopolitical risks rising, the traditional assumptions underpinning U.S. equity investing may be due for a fresh look. While the S&P 500® has long served as the cornerstone for broad-based U.S. market exposure, globalization has reshaped the revenue profile of many constituents. Today, more than a quarter of the companies in…
- Categories Equities
- Other Tags
S&P World Index: A Global Benchmark for Comprehensive Coverage
Introducing a benchmark that digs deeper into developed markets, with data that extends over several economic cycles. Discover how the S&P World Index sets the standard for developed market indices.
- Categories Equities
- Other Tags