US Core

Despite mainstream views, building a core U.S. equity portfolio is about more than just large-cap stocks. What might you be overlooking?
Find out how to get the most out of your core allocation and discover what makes our core indices different from the rest.
All Cap
Large Cap
Mid Cap
Small Cap

All Cap

The S&P Composite 1500® comprises three leading indices in the U.S. equity market—the S&P 500®, the S&P MidCap 400® and the S&P SmallCap 600®—capturing about 90% of the U.S. market cap.

Large Cap

Widely regarded as the best single gauge of U.S. large-cap equities, the S&P 500® includes 500 leading companies and captures approximately 80% coverage of available market capitalization.

Mid Cap

Distinct from the large-cap S&P 500®, the S&P MidCap 400® provides investors with a benchmark for mid-sized companies by reflecting the distinctive risk and return characteristics of this market segment.

Small Cap

Measuring the U.S. small-cap market, the S&P SmallCap 600® is designed to efficiently track companies that meet specific inclusion criteria to ensure that they are investable and financially viable.

An increasing number of exchange traded products benchmarked to the S&P 500 are appearing in various markets across the globe. Find out which factors are driving the international appetite for the S&P 500.
Where are large-cap American companies selling their goods and services, and sending their income taxes? Get insight into the latest trends.
The question is not whether successful active management is possible, but whether successful active management is prevalent. Get the answer.
FA TALKS is an interview series where industry thinkers share their thoughts and perspectives on a variety of market trends and themes impacting indexing.
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