-->Hi nasowas,
ja, gewichtet:
"The index is market cap weighted, meaning that the firms with the highest market value account for a larger portion of the index."
Zum Beispiel liegt GE mit 2,4 % vorn, dann MSFT mit 2,3, XOM 2,1 usw.
Der Anteil der Branchen:
Financial Services 21.8%
Healthcare 13.1%
Computer Hardware 10.8%
Industrial Materials 10.7%
Consumer Services 9.3%
Consumer Goods 8.7%
Energy 5.9%
Business Services 4.9%
Media 4.6%
Software 4.5%
Hier noch, was Dow Jones selbst dazu schreibt:
"The Dow Jones Wilshire 5000 Total Market Index represents the broadest index for the U.S. equity market, measuring the performance of all U.S. equity securities with readily available price data.
No other index comes close to offering its comprehensiveness. When the index was created in 1974 Wilshire's founder took advantage of then-new technologies that made it possible to collect stock prices and calculate returns for a volume of issues never before brought together. The index was named after the nearly 5,000 stocks it contained when it was originally created, but it has grown to include over 5,000 issues, reflecting the growth in U.S. equity issues as a whole."
Dazu gibt's diverse Sub-Indices. DJ dazu:
"Dow Jones Wilshire’s Style Indexes are benchmarks used to evaluate the performance of active managers.
They were created in 2005 by separating the Dow Jones Wilshire 5000 into four capitalization groups (Large, Small, Mid and Micro), and then dividing the Large, Small and Mid-cap issues by float adjusted capitalization equally into growth and value indexes.
Growth and value is defined by looking at six factors: Projected Price-to-earnings ratio, projected earnings growth, price-to-book ratio, dividend yield, trailing revenue growth and trailing earnings growth.
The Indexes' purpose is to help fund sponsors measure the performance of managers relative to their respective investment management style."
Im W 5000 stecken derweil ca. 6700 Titel drin.
Gruß!
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