S&P 500 Quality (^SPXQ)
1893.59
+21.97
(+1.17%)
USD |
Mar 31, 20:00
Key Stats
Basic Info
| The S&P 500 Quality Index is designed to track high quality stocks in the S&P 500 (^SPX) by quality score, which is calculated based on return on equity, accruals ratio, and financial leverage ratio. The index solely comprises constituents with high quality scores and is weighted by a product of the quality score and float-adjusted market cap. The index is rebalanced semiannually in June and December. | |
| Core Index Name | S&P 500 Quality |
| Return Type | Price Return |
| Currency Code | USD |
| Category Hedge Type | Not Hedged |
Top 10 Constituents
| Name | Price | % Change | % Weight |
|---|---|---|---|
| Microsoft Corp | 288.30 | 1.50% | Upgrade |
| Apple Inc | 164.84 | 1.53% | Upgrade |
| Exxon Mobil Corp | 109.66 | 0.16% | Upgrade |
| Mastercard Inc | 363.41 | 1.16% | Upgrade |
| Meta Platforms Inc | 211.99 | 2.00% | Upgrade |
| Visa Inc | 225.46 | 1.39% | Upgrade |
| Procter & Gamble Co | 148.69 | 0.84% | Upgrade |
| Chevron Corp | 163.16 | 0.47% | Upgrade |
| Broadcom Inc | 641.54 | 1.23% | Upgrade |
| AbbVie Inc | 159.37 | 0.92% | Upgrade |
Index Varieties
| Return Types | |
| Net Total Return | S&P 500 Quality Net Total Return |
| Total Return | S&P 500 Quality Total Return |
Total Return Performance
As of March 31, 2023.
Returns for periods of 1 year and above are annualized.
Annual Performance
As of March 31, 2023.
Basic Info
| The S&P 500 Quality Index is designed to track high quality stocks in the S&P 500 (^SPX) by quality score, which is calculated based on return on equity, accruals ratio, and financial leverage ratio. The index solely comprises constituents with high quality scores and is weighted by a product of the quality score and float-adjusted market cap. The index is rebalanced semiannually in June and December. | |
| Core Index Name | S&P 500 Quality |
| Return Type | Price Return |
| Currency Code | USD |
| Category Hedge Type | Not Hedged |
Index Varieties
| Return Types | |
| Net Total Return | S&P 500 Quality Net Total Return |
| Total Return | S&P 500 Quality Total Return |