STOXX^® US Universal Value

The STOXX US Universal Value Index assigns the constituents of the parent index, STOXX US Universal, based on their relative value scores. For the Value Index, value is assessed from Book-to-Price, and each constituent is weighted in proportion to its parent index weight multiplied by one minus its Growth Percentage (1 - GP). The index is reviewed semi-annually in March and September and is calculated in price, net return and gross return variants in USD and EUR.

Index Guides, Benchmark statement, and other reports are available under the Data tab.

The STOXX US Universal Growth Index assigns the constituents of the parent index, STOXX US Universal, based on their relative growth scores. For the Growth Index, growth is assessed from Sales Growth and Projected Earnings Growth, and each constituent is weighted in proportion to its parent index weight multiplied by its Growth Percentage (GP). The index is reviewed semi-annually in March and September and is calculated in price, net return and gross return variants in USD and EUR.

Index Guides, Benchmark statement, and other reports are available under the Data tab.