Price
11,896.96
-1.11%
USD | Mar 28 6:50 PM GMT-5
Morningstar Dividend Composite
Portfolio Key: P000000087
The Morningstar Dividend Composite Index is designed to measure the performance of a broad group of dividend-paying stocks from the Morningstar US Market Index that have a record of consistent dividend payments and the capacity to sustain their dividends. Constituents are weighted in proportion to the value of their dividend payments.
Morningstar Dividend Composite TR USD MSDIVCTR
Open Price
11,896.96
Constituent Total Market Cap
37.2 Tril
Day Range
11,896.96 - 11,896.96
Year Range
10,474.33 - 12,442.74
Index Overview
SecId
XIUSA04GS2
Inception Date
May 3, 2006
Performance Start Date
Jun 30, 1997
Asset Class
Equity
Theme
Dividends
Family Name
Morningstar Dividend
Region/Country
United States
Market Dev Level
Developed
Weighting Scheme
Market Capitalization Free Float Adjusted
Reconstitution Frequency
Annually
Rebalance Frequency
Quarterly
Rebalance Date
—
Performance
10 Years Returns
Performance
Growth of 10,000
A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
| 2015 | 2017 | 2019 | 2021 | 2023 | YTD |
Manager Change : Full Partial
Trailing Returns
Total Return %
|
1-Day
|
1-Week
|
1-Month
|
3-Month
|
YTD
|
1-Year
|
3-Year
|
5-Year
|
10-Year
|
15-Year
|
|---|---|---|---|---|---|---|---|---|---|---|
| Investment | -1.11 | -0.57 | -3.62 | 0.39 | 1.15 | 8.15 | 7.70 | 17.65 | 11.41 | 12.44 |
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