S&P 500 Value
E605251
S&P 500 Value is a stock market index that tracks the performance of the value-oriented subset of large-cap U.S. companies within the broader S&P 500.
Statements (47)
| Predicate | Object |
|---|---|
| instanceOf |
U.S. stock market index
ⓘ
stock market index ⓘ value index ⓘ |
| assetClass | equities ⓘ |
| componentUniverse | S&P 500 constituents ⓘ |
| countryOfReference | United States NERFINISHED ⓘ |
| currency | US dollar ⓘ |
| dataVendorCodeType | index ticker ⓘ |
| focusesOn |
large-cap U.S. companies
ⓘ
value stocks ⓘ |
| geographicFocus | United States NERFINISHED ⓘ |
| hasComplement | S&P 500 Growth NERFINISHED ⓘ |
| hasISIN | false ⓘ |
| hasNetTotalReturnVersion | true ⓘ |
| hasPriceReturnVersion | true ⓘ |
| hasTotalReturnVersion | true ⓘ |
| includesDividendsInTotalReturnVersion | true ⓘ |
| indexFamily |
S&P 500 Style Indices
NERFINISHED
ⓘ
S&P U.S. Style Indices NERFINISHED ⓘ |
| isFreeFloatAdjusted | true ⓘ |
| isSubsetOf | S&P 500 NERFINISHED ⓘ |
| isUsedBy |
institutional investors
ⓘ
retail investors ⓘ |
| isUsedFor |
asset allocation
ⓘ
risk and performance attribution ⓘ style rotation strategies ⓘ |
| maintainedBy | S&P Dow Jones Indices NERFINISHED ⓘ |
| marketCapSegment | large-cap ⓘ |
| methodologyType | float-adjusted market capitalization weighted ⓘ |
| ownedBy | S&P Global NERFINISHED ⓘ |
| parentIndex | S&P 500 NERFINISHED ⓘ |
| provider | S&P Dow Jones Indices NERFINISHED ⓘ |
| rebalancingFrequency | periodic ⓘ |
| region | North America ⓘ |
| sectorCoverage | all GICS sectors within S&P 500 subject to value screen ⓘ |
| selectionCriteria |
earnings-to-price
ⓘ
ratios such as book-to-price ⓘ sales-to-price ⓘ value characteristics ⓘ |
| styleClassification | value ⓘ |
| styleSplitWith | S&P 500 Growth NERFINISHED ⓘ |
| targetExposure | value factor ⓘ |
| tracks | value-oriented subset of S&P 500 constituents ⓘ |
| useCase |
benchmarking value equity managers
ⓘ
performance measurement of value style ⓘ underlying index for ETFs ⓘ underlying index for index funds ⓘ |
Referenced by (2)
Full triples — surface form annotated when it differs from this entity's canonical label.