Price
8,185.70
-2.44%
USD | Mar 28 4:19 PM GMT-5
Morningstar US Growth
Portfolio Key: P00000200T
The index is designed to provide consistent representation of the growth segment of the US equity market, with no overlapping constituents across styles. Aligned with the Morningstar Style Box™, the index is underpinned by a 10-factor model that paints a holistic picture of style.
Morningstar US Growth TR USD MGROT
Open Price
8,390.08
Constituent Total Market Cap
18.8 Tril
Day Range
8,158.79 - 8,390.08
Year Range
7,218.87 - 9,592.00
Index Overview
SecId
XIUSA00118
Inception Date
Jul 3, 2002
Performance Start Date
Jun 30, 1997
Asset Class
Equity
Theme
Beta
Family Name
Morningstar Equity Style
Region/Country
United States
Market Dev Level
Developed
Weighting Scheme
Market Capitalization Free Float Adjusted
Reconstitution Frequency
Semi 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 | -2.45 | -2.30 | -7.75 | -10.37 | -8.68 | 4.04 | 3.55 | 15.63 | 12.50 | 13.68 |
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