MSCI USA Value Index

E806624

The MSCI USA Value Index is a stock market index that tracks U.S. large- and mid-cap companies exhibiting relatively low valuations and value-oriented characteristics such as low price-to-book and price-to-earnings ratios.

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Statements (47)

Predicate Object
instanceOf MSCI index
stock market index
coversMarketSegment large-cap stocks
mid-cap stocks
currency US dollar
dataSource MSCI equity universe NERFINISHED
excludesSecurityTypes convertible bonds
preferred shares
rights
warrants
focusesOnCharacteristic high dividend yield (relative)
low valuation
value-oriented characteristics
focusesOnFactor value factor
hasBenchmarkCountry United States of America NERFINISHED
hasGeographicFocus United States NERFINISHED
hasInvestmentStyle value
hasMethodologyFeature free float market capitalization weighting
value style segmentation
hasOppositeStyleIndex MSCI USA Growth Index NERFINISHED
hasProvider MSCI Inc. NERFINISHED
hasRebalancingFrequency quarterly
hasTargetConstituents U.S. large-cap companies
U.S. mid-cap companies
hasUseCase passive investment products
performance benchmarking
portfolio construction
hasValuationMetrics dividend yield
price-to-book
price-to-earnings
includesSecurityTypes common stocks
isDesignedFor institutional investors
retail investors via funds
isFreeFloatAdjusted true
isMaintainedBy MSCI Inc. NERFINISHED
isMarketCapWeighted true
isPartOf MSCI Style Indexes NERFINISHED
isSubIndexOf MSCI USA Index NERFINISHED
isUsedAsBenchmarkFor ETFs
index funds
value equity funds
isUsedIn factor investing strategies
parentIndexFamily MSCI USA Index series NERFINISHED
regionCoverage developed markets USA
tracksAssetClass equities
usesScreeningCriterion low price-to-book ratio
low price-to-earnings ratio

Referenced by (1)

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MSCI USA Index hasVariant MSCI USA Value Index