MMCP Morningstar U.S. Mid Cap Index

The index is composed of the securities of companies whose cumulative total market capitalization falls approximately between the bottom 10%-30% of the remaining securities comprising the investable universe. At each reconstitution, the initial universe is screened to exclude securities based on the number of non-trading days in the preceding quarter and trading volume during the preceding six-month period. Securities with more than 10 non-trading days in the preceding quarter, or that have a bottom 25% liquidity score as ranked by the index provider based on the preceding six-month trading volume, are excluded. The index rebalances quarterly in March, June, September and December, and reconstitutes semi-annually in June and December.

As of 03/23/2023

Index Information
Provider:     Morningstar
Category1:  US Equity
Category2:  Broad market
Category3:  Mid cap
Currency:    USD
Inception date:  01/01/1900
Backtesting data exists:  
Weighting methodology:   Market capitalization
Number of holdings:  542  (as of 12/31/2019)
Rebalanced:  Quarterly
Reconstituted:  Semi-annually

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