Equal Weighted Indexes

Our Equal Weighted Indexes provide an alternative to traditional market-cap weighted indexes, helping institutional investors seeking to increase their exposure to smaller companies — and potentially reduce concentration risk — by holding the same dollar value in each stock, regardless of market-cap size.

Target benefits
Measure opportunity in smaller stocks

Apply transparent, rules-based methodology 

Designed to support managed equal-weighted strategies across geographies, sectors and market-cap sizes.

Leverage the size factor

Target smaller companies with potential to generate excess return in their desired market.

Identify a broader, diversified universe

Indexes assign equal allocation to all parent index securities, avoiding overconcentration in a few large stocks.

An alternative to traditional market-cap weighted indexes

  • Equal-weighted indexes are some of the oldest and best-known factor strategies, built to identify specific characteristics of stocks generating excess return.

 

  • Our indexes seek to represent a strategy that avoids concentrating too much of the portfolio in a few large stocks — helping investors seeking to take advantage of inefficient markets and gain exposure to smaller stocks.