Movatterモバイル変換


[0]ホーム

URL:


Jump to content
WikipediaThe Free Encyclopedia
Search

S&P 400

From Wikipedia, the free encyclopedia
Stock market index
For a list of S&P 400 companies, seeList of S&P 400 companies.
S&P 400
FoundationJune 19, 1991; 34 years ago (1991-06-19)
OperatorS&P Dow Jones Indices[1]
Exchanges
Trading symbol
  • MID
  • ^MID
  • SP400
  • ^SP400
Constituents400
TypeMid-cap[1]
Market capUS$3.5 trillion
(as of January 30, 2026)[2]
Weighting methodFree-float capitalization-weighted[3]
Related indices
Websitespglobal.com/sp-400

TheS&P MidCap 400 Index, more commonly known as theS&P 400, is astock market index fromS&P Dow Jones Indices.

Overview

[edit]

The S&P 400 index serves as a gauge for the U.S.mid-cap equities sector and is the most widely followed mid-cap index. It is part of theS&P 1500, which also includes theS&P 500 for larger U.S.-based companies, and theS&P 600 for smaller companies, although all three indices include a handful of foreign stocks that trade on the U.S. stock exchanges.

To be included in the index, a stock must have a total market capitalization that ranges from $8 billion to $22.7 billion.[4] These market cap eligibility criteria are for addition to an index, not for continued membership. As a result, an index constituent that appears to violate criteria for addition to that index is not removed unless ongoing conditions warrant an index change.[4]

Additionally, as with theS&P 500 and theS&P 600, there is a financial viability requirement. Companies must have positive as-reported earnings from the most recent quarter, as well as over the most recent four quarters (summed together).

As of January 2026, the median market cap was $7.5 billion, with the market cap of the largest company in the index at $35.5 billion and the smallest company at $1.79 billion. The index's total market cap covers about five percent of the total U.S. stock market.

Record values

[edit]
CategoryAll-Time Highs
Closing3,592.93Monday, February 9, 2026
Intraday3,620.99Wednesday, February 11, 2026

Investing

[edit]

The followingexchange-traded funds (ETFs) attempt to track the index and sub-indexes:

Index Fund

Growth Index Fund

Value Index Fund

The SPDR fund was first, but the iShares fund is larger; they also have different structures.[8]

Versions

[edit]

The "S&P 400" is generally quoted as aprice return index; there are also "total return" and "net total return" versions of the index. These versions differ in howdividends are accounted. The price return version does not account for dividends; it only captures the changes in the prices of the index components. Thetotal return version reflects the effects of dividend reinvestment. Finally, the net total return version reflects the effects of dividend reinvestment after the deduction ofwithholding tax.

Annual returns

[edit]
YearPrice returnTotal returnNet total return
20255.90%7.50%7.02%
202412.20%13.93%13.41%
202314.45%16.44%15.84%
2022−14.48%−13.06%−13.49%
202123.21%24.76%24.29%
202011.81%13.66%13.10%
201924.05%26.20%25.55%
2018−12.50%−11.08%−11.51%
201714.45%16.24%15.70%
201618.73%20.74%20.13%
2015−3.71%−2.18%−2.64%
20148.19%9.77%9.29%
201331.57%33.50%32.92%
201216.07%17.88%17.33%
2011−3.10%−1.73%−2.14%
201024.85%26.64%26.10%
200935.00%37.38%36.66%
2008−37.28%−36.23%−36.55%
20076.69%7.98%N/A
20068.99%10.32%N/A
200511.27%12.56%N/A
200415.16%16.48%N/A
Sources:[9][10]
Global Industry Classification Standard of components of the S&P 400 by market capitalization.
  1. Information Technology (14.0%)
  2. Financials (16.0%)
  3. Communication Services (1.00%)
  4. Consumer Discretionary (12.0%)
  5. Healthcare (9.00%)
  6. Industrials (24.0%)
  7. Consumer Staples (4.00%)
  8. Energy (4.00%)
  9. Utilities (4.00%)
  10. Real Estate (7.00%)
  11. Materials (5.00%)

Top 10 holdings

[edit]

As of January 30, 2026:[11]

See also

[edit]

References

[edit]
  1. ^ab"S&P 400 Overview". S&P/Dow Jones Indices LLC. RetrievedJanuary 20, 2013.
  2. ^"S&P 400® Factsheet"(PDF).S&P Global. p. 5.
  3. ^"S&P U.S. Indices Methodology"(PDF). Standard & Poor's. Retrieved16 December 2017.
  4. ^ab"S&P Dow Jones Indices Announces Update to S&P Composite 1500 Market Cap Guidelines"(PDF).S&P Global. July 1, 2025. RetrievedJuly 7, 2025.
  5. ^MDY - SPDR S&P MidCap 400 ETF State Street Global Advisors (SSgA)
  6. ^"Vanguard S&P Mid-Cap 400 ETF".
  7. ^iShares Core S&P Mid-Cap ETF (IJH): Overview iShares
  8. ^Mid-Cap ETFs Find a Sweet Spot Yahoo Finance
  9. ^S&P MidCap 400 Factsheet
  10. ^S&P MidCap 400® | S&P Dow Jones Indices
  11. ^https://www.spglobal.com/spdji/en/indices/equity/sp-400/#data
Energy
Materials
Industrials
Consumer
discretionary
Consumer
staples
Health Care
Financials
Information
technology
Communication
services
Real estate
Utilities
Retrieved from "https://en.wikipedia.org/w/index.php?title=S%26P_400&oldid=1337861810"
Categories:
Hidden categories:

[8]ページ先頭

©2009-2026 Movatter.jp