menuclear

How it works

Identifying Value in the U.S. Market

1. Evaluate

The Index evaluates 500 of the largest publicly traded U.S. companies by market capitalization across 10 industry sectors for fundamental factors including Operating Earnings and Total Enterprise Value.

2. Select

The Index selects the four best valued U.S. market sectors and invests quarterly.

3. Rebalance

Each month, the selected market sectors are rebalanced to capture potential gains.