Tag Archives: U.S. Equity Indices
Examining Diversification and Depth in Mega Caps
How are new index approaches to mega caps helping to address concentration concerns and increase sector diversification? S&P DJI’s Hamish Preston and DWS’s David Bianco take a closer look at the S&P 100 Ex-Top 20 Select Index to explore the role of the “next 80” in the global equity opportunity set.
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Exploring the Depth of Mega Caps: A Look at the S&P 100 Ex-Top 20 Select Index
What Lies Beneath the Headline Names in the S&P 100? Introducing the S&P 100 Ex-Top 20 Select Index, which measures the performance of companies within the S&P 100, excluding the largest 20 constituents ranked by float-adjusted market capitalization. This blog examines the depth, diversification and shifting leadership that can be obscured by the dominance of…
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Under the Hood of U.S. Equities: Perspectives on Size, Sectors and Style
Large-cap, growth and tech-oriented companies have led U.S. equity market performance so far in 2024. Investors’ optimism for the application of artificial intelligence on these companies’ growth prospects propelled the S&P 500® Top 50, S&P 500 Information Technology, S&P 500 Communication Services and S&P 500 Growth to more than 20% year-to-date gains through the end…
- Categories Equities, Factors, S&P 500 & DJIA
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Explaining Changes to Select Sector Indices
Launched in the late 1990s, the Select Sector® indices measure the performance of S&P 500® sectors; each S&P 500 company is assigned to one of the 11 Select Sector indices, based on the Global Industry Classification Standard (GICS®) framework. The indices serve as the basis for an ecosystem of financial products, which in turn allow…
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