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Do you have filters?

When browsing for investments, Hatch offers some handy filters to aid you in narrowing your search. Read on for more details about our filter types.

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Written by Support
Updated this week

Market capitalisation

Our market capitalisation filter options group companies based on their total current value:

  • Large cap: $10 billion USD or more

  • Mid cap: between $2-10 billion USD

  • Small cap: $2 billion USD or less

Note: These are Hatch’s definitions, and other organisations may group these differently. For example, the S&P Small Cap 600 Index doesn’t include companies worth less than $1.2 billion USD.
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Dividends

Our dividends filter lets you choose to only view companies which pay dividends to shareholders, or companies which do not, based on historic dividend data.
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American Depository Receipts (ADRs)

Our ADR filter allows you to view a selection of non-US companies which are listed on the US markets.
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Stock index

Hatch provides a few of the most well-known indexes for you to filter by when browsing, and shows index membership (where available) on each investment’s page. The table below describes each index based on information taken from the respective provider, for more detail please visit the provider website.

Index

Represents

Key inclusion criteria

Dow Jones Industrial Average

(DJIA)

30 blue chip US companies from across all industries except transport and utilities.

  • Chosen by committee

  • popular US companies

  • on the S&P 500

  • with a strong reputation

  • showing sustained financial growth

  • which maintain varied sector representation, and

  • have a significant stock price

Dow Jones Transportation Average

(DJTA)

20 large, well-known US transportation companies.

  • Chosen by committee

  • popular leading US companies

  • in the transportation sector

  • showing sustained financial growth

Dow Jones Utility Average

(DJUA)

15 large, well-known US utility companies.

  • Chosen by committee

  • popular leading US companies

  • in the utility sector

  • showing sustained financial growth

Nasdaq 100

(NDX)

100 of the largest companies listed on the Nasdaq stock exchange across major sectors excluding finance.

  • Popular leading companies

  • which have been on the NASDAQ stock exchange for at least 3 months

  • have an average daily volume of 200,000 shares

  • a minimum average daily trading value of $5 million, and

  • are not in bankruptcy proceedings.

S&P 500

500 leading companies listed on stock exchanges in the US, including around 80% of the total market capitalisation of US public companies.

  • Chosen by committee

  • large companies

  • listed on a US stock exchange

  • which have a market cap of at least $22.7 billion USD (85th percentile)

  • an annual dollar value traded to float-adjusted market capitalization greater than 0.75, and

  • a minimum monthly trading volume of 250,000 shares for each of the past 6 months.

S&P Mid Cap 400

(S&P 400)

400 mid-sized US based companies across various sectors. Inclusion criteria are to maintain appropriate risk and return characteristics.

  • Chosen by committee

  • mid-sized companies listed on a US stock exchange

  • with market capitalisations of $8-$22.7 billion USD (85th-93rd percentile), and

  • positive as-reported earnings over the last quarter and the last year.

S&P Small Cap 600

(S&P 600)

600 smaller US based companies across various sectors. Inclusion criteria are to ensure liquidity and financial viability.

  • Chosen by committee

  • smaller companies listed on a US stock exchange

  • with market capitalisations of $1.2-$8 billion USD (93rd-99th percentile), and

  • positive as-reported earnings over the last quarter and the last year.

We provide these filters solely as information to support your investing journey. While we make efforts to ensure they are up to date and accurate, we don’t make any guarantees in this respect. For the latest information please refer to the relevant investor centre or index provider.

Check out our LearnHub to learn more about researching and choosing investments.

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