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.

All labels observed (2)

Label Occurrences
S&P 500 Value canonical 4
S&P 500 Value Index 3

How this entity was disambiguated

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
currency US dollar
dataVendorCodeType index ticker
focusesOn large-cap U.S. companies
value stocks
geographicFocus United States
hasComplement S&P 500 Growth
hasISIN false
hasNetTotalReturnVersion true
hasPriceReturnVersion true
hasTotalReturnVersion true
includesDividendsInTotalReturnVersion true
indexFamily S&P 500 Style Indices
linked to: S&P-branded indices

S&P U.S. Style Indices
linked to: S&P U.S. Indices
isFreeFloatAdjusted true
isSubsetOf S&P 500
linked to: S&P 500 Index
isUsedBy institutional investors
retail investors
isUsedFor asset allocation
risk and performance attribution
style rotation strategies
maintainedBy S&P Dow Jones Indices
marketCapSegment large-cap
methodologyType float-adjusted market capitalization weighted
ownedBy S&P Global
parentIndex S&P 500
linked to: S&P 500 Index
provider S&P Dow Jones Indices
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
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

How these facts were elicited

Referenced by (7)

Full triples — surface form annotated when it differs from this entity's canonical label.

S&P-branded indices includesIndex S&P 500 Value
S&P U.S. Indices includesIndex S&P 500 Value
S&P 500 Growth isComplementOf S&P 500 Value
S&P 500 Buyback Index relatedIndex S&P 500 Value Index
linked to: S&P 500 Value
S&P 500 Quality Index relatedIndex S&P 500 Value Index
linked to: S&P 500 Value
S&P 500 Pure Value Index relatedIndex S&P 500 Value Index
linked to: S&P 500 Value
S&P 1500 Value componentIndex S&P 500 Value