Put America’s best run companies at your core.

Now you can invest in the companies that top our list each year with an easy unit investment trust (UIT).

Put America’s best run companies at your core.

Now you can invest in the companies that top our list each year with an easy unit investment trust (UIT).

Don’t bet on your values. Manage for them.

We have partnered with First Trust on the brand new S&P/Drucker Institute Corporate Effectiveness Portfolio UIT. This UIT tracks stocks in the S&P 500® that score consistently high marks in our company rankings, according to Peter Drucker’s management principles.

S&P/Drucker Institute Corporate Effectiveness Portfolio

If you’d like to invest in the S&P/Drucker Institute Corporate Effectiveness Portfolio UIT, please download the overview and prospectus, then contact your broker.

In partnership with S&P Logo First Trust Logo

Our index beats the market year after year.

Put America’s best run companies at your core.

The S&P/Drucker Institute Corporate Effectiveness Portfolio invests in 50 equally weighted common stocks of companies that rank highest in the S&P/Drucker Institute Corporate Effectiveness Index. Companies are evaluated based on several criteria as defined below:

DRUCKER INSTITUTE SCORE

The average of the scores for the four non-financial Drucker Institute dimensions of corporate performance.

S&P QUALITY SCORE

Identified using three attributes of equal importance – return on equity, balance sheet accruals and leverage.

COMBINED SCORE

Calculated by weighting the Drucker Institute score at 67% and its S&P quality score at 33%.

CONSISTENCY SCORE

Represents the average of the percent ranks for the Drucker Institute components and the S&P quality score.”

Learn more.

Check out our special coverage from The Wall Street Journal, as well as our joint announcement with S&P Dow Jones Indices.

For licensing inquiries and more information about performance, methodology and philosophy, please contact Standard & Poor’s Dow Jones Indices.

To learn more about how we pick our top companies each year, watch this video and then head to our rankings page.

is where our data begins, offering a robust back test of index performance

firms from the S&P 500® rise above the rest and make it into our index