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Index
Off-Price & Discount Retail Index
official“An index of US off-price and discount retailers thriving in a value-conscious consumer environment with secular share gains from full-price retailers.”
built · 2026-04-30 21:38·rebalance · semiannual·next run · 2026-10-30
creator narrative
0/1000
backtest · S&P 500 (SPX)·range
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risk-free raterf = 4.50%
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no backtest data
attribution factsheet
holdings · 9
click a row to drill in ↗NameAllocation· cap 20%Rationale
COSTCostco WholesaleConsumer Staples20.00%Largest membership warehouse club with stickiest customers.WMTWalmartConsumer Staples18.00%Largest US retailer benefiting from value trade-down.TJXTJX CompaniesConsumer Discretionary15.00%TJ Maxx and Marshalls — leading off-price model.ROSTRoss StoresConsumer Discretionary10.00%Off-price apparel and home leader with consistent comps.BURLBurlington StoresConsumer Discretionary8.00%Off-price retailer scaling smaller-format stores.DGDollar GeneralConsumer Discretionary8.00%Largest US small-format discount retailer.DLTRDollar TreeConsumer Discretionary7.00%Largest US single-price-point discount retailer.FIVEFive BelowConsumer Discretionary7.00%Trend-right discount retailer for tweens and teens.OLLIOllie's Bargain OutletConsumer Discretionary7.00%Closeout retailer with deep value treasure-hunt model.
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weighting · market_cap · cap=20%
rebalance · semiannual