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Overview
The DJSI North America 40 and DJSI United States 40 track
the performance of the largest companies in North America
and the United States which have been included in the DJSI
North America. The annual review of the DJSI North America
40 and the DJSI United States 40 is based on the
annual review of the DJSI North America.
DJSI North America
40
The annual review of the DJSI North America 40 is based on
the annual review of the DJSI North America (see annual
review DJSI North America).
- Universe
The universe for the annual review of the DJSI North America
40 is the reviewed DJSI North America, i.e. the DJSI North
America as it will be implemented upon the next annual review
date.
- Ranking List
Each company in this universe is ranked according to its
free float market capitalization on 31 July.
- Selection
The target number of components for the DJSI North America
40 is 40. To reach this number, the 30 biggest companies
by free float market capitalization are selected in a first
step, provided, however, that from each super sector a maximum of five companies can be selected.
This restriction also applies for the two following steps.
In a second step, all current components of the DJSI North
America 40 between ranks 31 and 50 are selected in descending
order until a total number of 40 components is reached.
Third, provided that 40 components are not yet selected,
additional companies which are not yet components of the
DJSI North America 40 are selected in descending order as
new components until the total number of 40 components has
been reached.
DJSI United States 40
The annual review of the DJSI United States 40 is based on
the annual review of the DJSI United States (see annual
review DJSI North America).
- Universe
The universe for the annual review of the DJSI United States
40 is the reviewed DJSI United States, i.e. the DJSI United
States as it will be implemented upon the next annual review
date.
- Ranking List
Each company in this universe is ranked according to its
free float market capitalization on 31 July.
- Selection
The target number of components for the DJSI United States
40 is 40. To reach this number, the 30 biggest companies
by free float market capitalization are selected in a first
step, provided, however, that from each super sector a maximum of five companies can be selected.
This restriction also applies for the two following steps.
In a second step, all current components of the DJSI United
States 40 between ranks 31 and 50 are selected in descending
order until a total number of 40 components is reached.
Third, provided that 40 components are not yet selected,
additional companies which are not yet components of the
DJSI United States 40 are selected in descending order as
new components until the total number of 40 components has
been reached.
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