Market Cap vs Stock Style Data

In the Allocation tab, Market Cap and Stock Style values may not always correspond. This variance reflects differing calculation methodologies applied within each module.

Default Data

Stock Style

• Market Cap Thresholds:
  • Large: > 10 billion
  • Mid: 1 billion - 10 billion
  • Small: < 1 billion

Market Cap

• Market Cap Thresholds:
  • Large: > 63 billion
  • Mid: 13 billion - 63 billion
  • Small: < 13 billion

Legacy Data

Stock Style:

• Region Breakdown:
  • United States
  • Canada
  • Latin America
  • Europe
  • Japan
  • Asia ex. Japan
  • Australia/New Zealand
• Market Cap Thresholds:
  • Large: Top 70%
  • Mid: Next 20%
  • Small: Bottom 10%

Market Cap:

• Market Cap Thresholds:
  • Giant: > 330 billion
  • Large: 63 billion - 330 billion
  • Mid: 13 billion - 63 billion
  • Small: 3 billion - 13 billion
  • Micro: < 3 billion