| Financial Planning 2000 | ||||||||
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| Wilshire 5000 - made up of 7000 large, medium, and small cap stocks - broadest of all U.S. stock market indexes Standard & Poor's 500 (S&P 500) - tracks 500 of the most widely held domestic large-company stocks, which represent about 70 percent of the U.S. stock market's total Dow Jones industrial average tracks 30 actively traded blue-chip stocks. Editors at Dow Jones, publisher of the Wall Street Journal, decide what stocks will be a part of the DJIA. � Schwab 1000 - is made up of 1,000 of the largest domestic companies as measured by market capitalization (number of outstanding shares multiplied by the current share price). It tracks large and medium-size stocks. Wilshire 4500 - tracks the fortunes of 6,500 medium and small company stocks, and excludes large stocks that make up the S&P 500. S&P MidCap 400 - benchmarks 400 medium-size U.S. company stocks. Russell 1000, 2000, and 3000 - Russell ranks all stocks from largest to smallest, by market value. Russell 3000 - the top 3000 stocks by market value make up the Russell 3000 (the Russell 3000 is a less inclusive look of the total market than the Wilshire 5000) Russell 2000 - follows the performance of 2,000 small-company stocks (the bottom two-thirds of all stocks by market value) Russell 1000 - the Russell 1000 is a broarder look at big stocks than the S&P 500 (it is made up of the top one-third of all stocks by market value) � S&P SmallCap 600 - tracks 600 small-company domestic stocks . Wilshire Small Cap Index measures 1,750 small-company domestic stocks. Schwab Small Cap Index measures 1,000 small-company domestic stocks. Lehman brothers Aggregate Bond Index - measures 6,600 taxable government, investment-grade corporate, and mortgage-backed securities. Nasdaq composite - contains 4500 stocks Nasdaq 100 - tracks Nasdaq's 100 biggest non-financial stocks that have been traded for at least two years, weighted by market value. The Nasdaq 100 is an index you might want to consider as a guide to the tech sector, but not as a guide to the market as a whole. Return to Investment Planning Return to Home� |
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