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 ⓘ