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Tag Archives: S&P 500 GARP Index

Mar 6, 2025

The S&P 500 GARP Index: Strong Fundamental Performance Amid a Steep Valuation Discount

GARP (growth at a reasonable price) has long been a staple investment strategy, but it was popularized by investing legend Peter Lynch after the Magellan Fund posted a remarkable average annual return of 29.2% from 1977 to 1990.1 As the name implies, it’s a strategy that seeks to strike a balance of tracking stocks with…

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Apr 16, 2024

Balancing Growth and Value in the Mid-Cap and Small-Cap Spaces: The S&P MidCap 400 GARP and S&P SmallCap 600 GARP Indices

Launched in February 2019, the S&P 500® GARP Index was the first transparent benchmark tracking growth companies that are identified as being higher quality with lower valuations. Given the success of this index, we launched the S&P MidCap 400® GARP Index and S&P SmallCap 600® GARP Index to expand the available toolkit. Since their launches…

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