IDIVALS Indxx Hedged Dividend Income Index

The Index rebalances monthly by identifying the highest dividend stocks as long positions, and the lowest dividend stocks as short positions. The Index invests in stocks with stable or growing dividends that trade at high yields; to reduce risk the Index shorts stocks in each sector which have unstable or low dividends. The Index in 100% long and 50% short at the time of rebalances. The maximum weight for any sector in the long portfolio is 25% and 15% for industries. Sector and industry weights in the short portfolio are 50% of the size of the long sector weights. The Index has 100 long positions and approximately 150-200 short positions.

As of 09/30/2022

Index Information
Provider:     indxx
Category1:  Alternatives
Category2:  Long/short equity
Category3:  US stocks
Currency:    USD
Inception date:  05/17/2019
Backtesting data exists:  
Weighting methodology:   Dividend weighted
Rebalanced:  Monthly

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