Dow Jones U.S. Total Stock Market Index
Fact Sheet
Stated Objective
To represent all U.S. equity issues with readily available prices.
Key Features
—
To be included in the index, a security must be the primary equity issue of a U.S. company. Excluded are bulletin-board issues, because
in general they do not have consistently readily available prices.
—
Two versions of the index are maintained, one weighted by full market capitalization and the other weighted by float-adjusted market
capitalization.
—
The Dow Jones U.S. Total Stock Market Index was first calculated on January 1, 1987.
Descriptive Statistics
Market Capitalization (Billions)
Component Weight (%)
Component
Number
Full
FloatAdjusted
Mean
Median
Largest
Smallest
Largest
Smallest
3906
22,019.1
20,607.8
5.3
0.5
539.1
0.0
2.62
0.00
Dow Jones U.S. Total
Stock Market Index
Data calculated as of end of February, 2016.
Mean, median, largest component and smallest component values are based on float-adjusted market capitalization.
Performance
Total Return (%)
Annualized Total Return (%)
1-Month
3-Month
YTD
2015
1-Year
3-Year
5-Year
10-Year
-0.03
-7.62
-5.71
0.44
-7.93
9.98
9.57
6.47
Dow Jones U.S. Total
Stock Market Index
Data calculated as of end of February, 2016.
Fundamentals
P/E (Including Negative)
P/E (Excluding Negative)
Trailing
Projected
Trailing
Projected
P/B
Dividend Yield
P/Sales
P/Cash Flow
24.30
17.14
17.71
16.02
2.49
2.23
1.66
10.14
Data calculated in USD as of end of February, 2016.
Dow Jones U.S. Total Stock Market Index
Fact Sheet
Symbols
Index Name
Suggested
Symbol
Bloomberg
Bridge
Reuters
Thomson
Telekurs
DJ U.S. TSM Index - Total
Return
DWCFT
DWCFT
US&DWCFT
.DWCFT
.DICFT
DWCFT
DJ U.S. TSM Index - Price
Return
DWCF
DWCF
US&DWCF
.DWCF
.DIWCF
.DIWCF
Sector Allocation
Financials
18.50%
Technology
16.34%
Consumer Services
14.20%
Health Care
13.49%
Industrials
12.57%
Consumer Goods
10.60%
Oil & Gas
5.97%
Utilities
3.43%
Telecommunications
2.48%
Basic Materials
2.43%
Data calculated in USD as of end of February, 2016.
Sectors are based on the ten industries defined by the proprietary
classification system as described at www.djindexes.com
Top Components
Company
Country
ISIN/Ticker
Industry
Supersector
Float
Factor
Adjusted
Weight (%)
Apple Inc.
United States
AAPL
Technology
Technology
1.00
2.62%
Microsoft Corp
United States
MSFT
Technology
Technology
1.00
1.97%
Exxon Mobil Corp
United States
XOM
Oil & Gas
Oil & Gas
1.00
1.62%
Johnson & Johnson
United States
JNJ
Health Care
Health Care
1.00
1.41%
1.00
1.33%
General Electric Co
United States
GE
Industrials
Industrial Goods &
Services
Berkshire Hathaway B
United States
BRK.B
Financials
Insurance
0.76
1.22%
Facebook Inc A
United States
FB
Technology
Technology
1.00
1.18%
AT&T Inc
United States
T
Telecommunications
Telecommunications
1.00
1.10%
Procter & Gamble
United States
PG
Consumer Goods
Personal &
Household Goods
1.00
1.06%
Wells Fargo & Co
United States
WFC
Financials
Banks
0.91
1.06%
Copyright © 2016 by S&P Dow Jones Indices LLC, a subsidiary of The McGraw-Hill Companies, Inc., and/or its affiliates.
Dow Jones U.S. Total Stock Market Index
Fact Sheet
Quick Facts
Component Number
Variable
Weighting
Full and float-adjusted market capitalization
Review Frequency
Monthly, after the close of trading on the third Friday of the month
Base Value/Base Date
Price Return: 2434.95 as of January 1, 1987; Total Return: 5.67 as of January 1, 1987
Calculation Frequency
Every 15 seconds during U.S. trading hours
Dividend Treatment
Price return and total return versions are available. The total return version of the index is calculated with gross
dividends reinvested.
Estimated Back-Tested
History Availability
Full market and float-adjusted market cap history available from January 1, 1987.
Launch Date
January 1, 1987
For more information on the Dow Jones U.S. Total Stock Market Index,
email index_services@spdji.com
or call Americas +1.212.438.2046 | Asia +86.10.6569.2770 | EMEA : +44.20.7176.8888
Learn more at http://www.djindexes.com.
Dow Jones U.S. Total Stock Market Index
Fact Sheet
All information as of end of February, 2016
Source: S&P Dow Jones Indices LLC.
The launch date of the Dow Jones U.S. Total Stock Market Index was January 1, 1987.
All information presented prior to the index launch date is back-tested. Back-tested performance is not actual performance, but is hypothetical. The back-test calculations are
based on the same methodology that was in effect when the index was officially launched. Past performance is not a guarantee of future results. Please see the Performance
Disclosure at http://www.spindices.com/regulatory-affairs-disclaimers/ for more information regarding the inherent limitations associated with back-tested performance.
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Ed 03-03-16, FACT-211-166-022916