This is the total return version of ILH. The eligible universe of stocks are the top 250 stocks based on market capitalization. The Index ranks all stocks as either a growth stock, a value stock, or neither. The growth score is calculated by summing the following growth factors (weighted): long-term projected earnings growth (50%), earnings growth (12.5%), sales growth (12.5%), cash flow growth (12.5%), book value growth (12.5%). The value score is calculated by summing the following value factors (weighted): price/forecasted earnings (50%), price/book (12.5%), price/sales (12.5%), price/cash flow (12.5%), dividend yield (12.5%). The Index selects a total of 50 stocks: 1) 15 of the top-ranked relatively larger stocks are selected and collectively receive 50% of the total index weight (each larger stock receives on average 3.3%); and 2) 35 of the top-ranked relatively smaller stocks are selected and collectively receive 50% of the total index weight (each smaller stock receives on average 1.4%).
4,446.28
As of 09/08/2017
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