IndicesIndexed by Akros

Akros U.S. Large Cap 500 Index

Exposure to the 500 largest U.S. companies by market capitalization, excluding REITs.

Classification
Broad Market
Currency
USD
Published
Mar 20, 2025
Overview

Description

The Akros U.S. Large Cap 500 Index provides exposure to the 500 largest U.S. common stocks by market capitalization, excluding REITs (companies classified under AICS code 5311 - Lessors of Real Estate and 525990 - Other Financial Vehicles). The index implements a buffer rule that extends to the 550th largest company by market cap to control turnover and minimize unnecessary trading. This methodology ensures a stable representation of the U.S. large-cap market while maintaining cost efficiency.

Performance

Performance comparison

Rebased to 1000
Returns

Return by period

As of Jul 17, 2026
1 Month
-0.17%
3 Months
6.34%
1 Year
20.80%
3 Years
73.54%
Income and market quality

Dividend & premium

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Documents

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Constituents

Latest Top 10 Holdings

Exposure

Industry exposure

Detail
History

Index value (last 3 months)