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  2. Capitalization-weighted index - Wikipedia

    en.wikipedia.org/wiki/Capitalization-weighted_index

    For example, the S&P 500 index is both cap-weighted and float-adjusted. [3] Historically, in the United States, capitalization-weighted indices tended to use full weighting, i.e., all outstanding shares were included, while float-weighted indexing has been the norm in other countries, perhaps because of large cross-holdings or government ownership.

  3. Fundamentally based indexes - Wikipedia

    en.wikipedia.org/wiki/Fundamentally_based_indexes

    Fundamentally based indexes or fundamental indexes, also called fundamentally weighted indexes, are indexes in which stocks are weighted according to factors related to their fundamentals such as earnings, dividends and assets, commonly used when performing corporate valuations. This fundamental weight may be calculated statically, or it may be ...

  4. Stock market index - Wikipedia

    en.wikipedia.org/wiki/Stock_market_index

    Stock market indices may be categorized by their index weight methodology, or the rules on how stocks are allocated in the index, independent of its stock coverage. For example, the S&P 500 and the S&P 500 Equal Weight each cover the same group of stocks, but the S&P 500 is weighted by market capitalization, while the S&P 500 Equal Weight places equal weight on each constituent.

  5. Price-weighted index - Wikipedia

    en.wikipedia.org/wiki/Price-weighted_index

    A price-weighted index is a stock market index where each constituent makes up a fraction of the index that is proportional to its component, the value would be: [1] Adjustment Factor = Index specific constant "Z" / (Number of shares of the stock * Adjusted stock market value before rebalancing)

  6. List of price index formulas - Wikipedia

    en.wikipedia.org/wiki/List_of_price_index_formulas

    The Marshall-Edgeworth index, credited to Marshall (1887) and Edgeworth (1925), [11] is a weighted relative of current period to base period sets of prices. This index uses the arithmetic average of the current and based period quantities for weighting.

  7. Market capitalization - Wikipedia

    en.wikipedia.org/wiki/Market_capitalization

    Market capitalization, sometimes referred to as market cap, is the total value of a publicly traded company's outstanding common shares owned by stockholders. [ 2 ] Market capitalization is equal to the market price per common share multiplied by the number of common shares outstanding.

  8. Dollar vs. Time Weighted Investments: Is One Better Than The ...

    www.aol.com/finance/dollar-vs-time-weighted...

    Any money that Richard invested on Jan. 1 grew by 10% at the end of the year, but his specific pattern of investments led to an overall loss of 0.01%, his dollar-weighted return.

  9. ASE Market Capitalization Weighted Index - Wikipedia

    en.wikipedia.org/wiki/ASE_Market_Capitalization...

    The ASE went on to create a weighted index in 1992. The weighted index, whose constituents are listed below, attaches a value to each stock price based on the total market capitalisation of each stock; that is, the total amount of money the stock is worth on the stock market. The Unweighted Index calculates an index value based on the price alone.

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