MSUSDVTU Morningstar US Dividend Valuation Index

The Index is designed to provide exposure to securities in the Morningstar US Market Index, excluding REITs, that have high dividend yield, strong financial health, and attractive uncertainty-adjusted valuation. Valuation is defined by the Morningstar's star score metric, which relies on a fair value estimate and uncertainty rating determined by the Morningstar Equity Research team. Financial health is proxied by the Distance to Default model, which combines recent market data with financial report items into a measure of a firm's financial stability. To be eligible, a security must be in the top 50% by trailing 12-months dividend yield of all qualified dividend payers in the parent index. A company must have a Distance to Default score in the top 50% within its peer group. Companies that rank within the 30% most overvalued in the eligible universe by the star score metric are excluded. The Index is weighted by dividend dollars.

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As of 03/22/2023

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Index Information

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Provider:     Morningstar
Category1:  US Equity
Category2:  Broad Market
Category3:  Multi-cap
Currency:    USD
Inception date:  04/23/2018
Backtesting data exists:   Yes
Weighting methodology:   Dividend weighted
Methdology guide:  Read PDF
Rebalanced:  Semi-annually
Reconstituted:  Semi-annually

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