DZCTR Dynamic Software Intellidex Total Return Index

This is the total return version of DZC. The Index is comprised of stocks of 30 U.S. software companies. The methodology evaluates companies quarterly, based on a variety of factors grouped into 5 broad categories: Price Momentum, Earnings Momentum, Quality, Management Action (Change in capital expenditure, Share buybacks, Total dividends paid) & Value. The Index includes 30 stocks that are selected based on their model Score as follows: i) Eight of the top-ranked relatively larger stocks are selected and collectively receive 40% of the total index weight (each larger stock receives on average 5%). The eight component stocks selected are the components with the best Model Score in the Sub-Group. ii) Twenty-two of the top-ranked relatively smaller stocks are selected and collectively receive 60% of the total index weight (each smaller stock receives on average 2.73%). The twenty-two component stocks selected are the components with the best Model Score in that Sub-Group.

7,928.10
As of 09/08/2017


Index Information
Provider:     ICE (NYSE)
Category1:  US Equity
Category2:  Single industry
Category3:  Information technology
Currency:    USD
Inception date:  08/01/2013
Backtesting data exists:   No
Weighting methodology:   Composite scores
Methdology guide:  Read PDF
Number of holdings:  30
Total return version:  DZC


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