Index Performance
-3.98%
HPLVS
-5.02%
TMLARGE
Overview
Description
This index collects 9 global companies with continuous growth and low volatility.
- TickerHPLVS
- Inception Date12/25/2023
- WeightingEqual
- # of holdings9
What's inside?
Holdings
All holdings as of March 20, 2025
CSV download
| Walmart, Inc. (WMT) | 14.41% | $687.93B | 5.07% | 24.85% | 1.25 |
| American Express Co. (AXP) | 12.73% | $190.27B | 10.12% | 61.24% | 2.99 |
| Visa, Inc. (V) | 11.40% | $663.24B | 10.15% | 75.79% | 17.13 |
| Mastercard, Inc. (MA) | 10.99% | $489.02B | 12.07% | 96.30% | 17.68 |
| Amazon.com, Inc. (AMZN) | 10.96% | $2.07T | 10.99% | 48.85% | 3.75 |
| The Coca-Cola Co. (KO) | 10.58% | $300.00B | 2.04% | 61.16% | 6.45 |
| Caterpillar, Inc. (CAT) | 10.00% | $160.70B | -3.36% | 36.33% | 3.24 |
| Apple, Inc. (AAPL) | 9.62% | $3.22T | 3.95% | 46.88% | 9.89 |
| McDonald's Corp. (MCD) | 9.31% | $219.34B | 1.67% | 56.33% | 10.04 |
Market data by FactSet
