MSDIBUGU Morningstar US Dividend and Buyback Index

Securities are selected based on total shareholder yield, which is a combination of dividend yield and net buyback yield. REITs are included in the index. Net buyback yield is averaged over eight trailing quarters. Securities with total shareholder yield above 0.1% are eligible for the portfolio. Securities are selected in the priority order of decreasing total shareholder payout dollars, until 90% coverage of the aggregate total shareholder payout dollars of stocks in the Morningstar US Market Index is achieved. The index is weighted by total shareholder payout dollars.

As of 03/22/2023

Index Information
Provider:     Morningstar
Category1:  US Equity
Category2:  Broad Market
Category3:  Multi-cap
Currency:    USD
Inception date:  09/25/2017
Backtesting data exists:   Yes
Weighting methodology:   Other
Methdology guide:  Read PDF
Number of holdings:  383  (as of 11/09/2017)

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