MMCRT Morningstar Mid Core Total Return Index

This is the total return version of MMCR. The starting universe of stocks are the stocks in the Morningstar Mid Cap Index, which includes about 570 U.S. stocks by market capitalization. Morningstar classifies all stocks in the Morningstar Mid Cap Index into one of three buckets: growth, value or core. Core stocks are stocks where neither growth nor value characteristics predominate. The Morningstar Mid Cap Core Index measures the performance of mid cap stocks with neither growth or value chacteristics.

As of 05/16/2019

Index Information
Provider:     Morningstar
Category1:  US Equity
Category2:  Broad market
Category3:  Mid cap
Currency:    USD
Inception date:  07/03/2002
Backtesting data exists:   Yes
Weighting methodology:   Market capitalization
Methdology guide:  Read PDF
Number of holdings:  200
Total return version:  MMCR

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