Due to health issues, this site is no longer maintained and will be shut down shortly.

SP500V S&P 500 Value Index

S&P classifies every stock in the S&P 500 Index into one of three buckets: growth (33%), value (33%), and blend (34%). S&P calculates a value score for every stock using three factors: book value to price ratio, earnings to price ratio, and sales to price ratio. S&P calculates a growth score for every stock using three-year change in EPS over price per share, three-year sales per share growth, and 12 month price momentum. Every stock is then grouped into the three buckets (growth, value, blend) based on the combination of the growth and value scores. The blend bucket includes those stocks that do not have strong growth or value characteristics. The S&P 500 Value Index includes all stocks in the value and blend buckets, or about 350 stocks. The selected stocks are weighted using market capitalization. The S&P U.S. Style Indices are rebalanced once a year in December.

1,461.21
As of 04/29/2022


Index Information
Provider:     S&P Dow Jones
Category1:  US Equity
Category2:  Broad market
Category3:  Large cap
Country:      USA
Currency:    USD
Inception date:  05/30/1992
Backtesting data exists:   No
Weighting methodology:   Market capitalization
Number of holdings:  350
Rebalanced:  Annually
Reconstituted:  Annually

As explained in what is an index, there is no universal system of giving an index a symbol. You can search for indexes using our index symbol lookup.

2022 © Stock Market MBA, Inc. Terms of use | Privacy policy