EVO Quality Core Index

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As of January 7, 2025
Index Level
3-Month
6-Month
1-Year
YTD
Price Return
Index Level
8367.7
3-Month
1.7%
6-Month
3.8%
1-Year
32.2%
YTD
0.7%
Total Return
Index Level
12349.3
3-Month
2.0%
6-Month
4.4%
1-Year
33.6%
YTD
0.7%
Net Total Return
Index Level
11004.2
3-Month
1.9%
6-Month
4.2%
1-Year
33.2%
YTD
0.7%

Overview

The EVO Quality Core index measures the performance of US Large Cap companies that exhibit highest composite scores based on quality with a low volatility tilt, value and momentum factor scores. The index is subject to sector, security weight and turnover constraints. The constituents are weighted by float market cap.
Asset class
Equity
Category
Factor
Family
Region
North America
Rebalance frequency
Semi-Annual

Tickers

Price return
EQCP
Total return
EQCT
Net total return
EQCN

Characteristics

Number of constituents
109
Market capitalization
$17.47 Trillon
Adjusted market capitalization
$16.27 Trillon
Dividend yield
1.14%

Resources

Composition

Top constituents

As of
January 7, 2025
Company Name
NVIDIA Corp.
Weight

7.30%

Company Name
Alphabet Inc.
Weight

7.26%

Company Name
Apple Inc.
Weight

6.99%

Company Name
Berkshire Hathaway Inc.
Weight

6.58%

Company Name
JPMorgan Chase & Co.
Weight

6.27%

Company Name
Exxon Mobil Corp.
Weight

4.14%

Company Name
Costco Wholesale Corporation
Weight

3.98%

Company Name
Walmart Inc
Weight

3.86%

Company Name
Oracle Corp.
Weight

2.58%

Company Name
Cisco Systems, Inc.
Weight

2.29%

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