MarketGrader Global 1000 (inc. U.S.) Index


Base Date:

December 31, 2007

No. of Components:

1000

Minimum Market Cap:

USD $200 million

Minimum Daily Avg. Liquidity:

USD $2 million

Sector Limit:

20% (200 companies)

Geographic Exposure:

global

Rebalance Frequency:

Semi-annual

Underlying Universe:

All companies covered by MarketGrader globally in all countries that pass minimum investable criteria


Methodology


Selection
All index components are selected based on their overall MarketGrader Grade. Built on a scale between 0 and 100, our Overall Grade is based on our 24 fundamental indicators, which are broken down into four analytical categories: Growth, Value, Profitability and Cash Flow. All of our indicators and our overall grades are calculated daily for all companies under coverage.


Equal Weighting
All index constituents are equally weighted every time the index is rebalanced. No weight modifications or adjustments are made to the portfolio between rebalance periods.


Liquidity
All index constituents must have a minimum total market cap of USD $200 million ($250 million float-adjusted for B400) and a minimum 3-month daily traded value of USD $2 million. At least 25% of all index components (250 companies) must have a market cap of at least USD $3 billion.


Diversification
No more than 20% of the index (200 companies) may belong to the same economic sector. REITs are altogether ineligible for selection. With the exception of the U.S. (40%), no more than 20% of the index (200 companies) may be domiciled in a single country.


Rebalance Discipline
The index is rebalanced twice a year, on the third Friday of March and September.

Strategy

The MarketGrader Global 1000 Index seeks to follow the most fundamentally sound companies with the best growth prospects in the entire world. It is composed of three underlying indexes: the Barron’s 400 (covering the U.S. market), the MarketGrader Developed Markets 300 (covering all developed market economies excluding the U.S.) and the MarketGrader Emerging Markets 300 (covering all eligible emerging market economies). Since its constituents are equally weighted the index gives each company an equal opportunity to contribute to the performance of the portfolio regardless of market size, sector or business model.The index was designed to offer investors who follow market cap weighted benchmarks an alternative way to capture the long term growth of all equity markets around the world.




Licensing Opportunities

156 Almeria Ave, Suite 201
Coral Gables, Florida 33134 USA
Phone (888) 529-1767
Licensing@marketgrader.com






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