MMVL Morningstar Mid Value Index

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 Value Index measures the performance of mid cap stocks with value chacteristics.

4,174.79
As of 05/17/2019

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Index Information

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Provider:     Morningstar
Category1:  US Equity
Category2:  Broad market
Category3:  Mid cap
Country:      USA
Currency:    USD
Inception date:  07/03/2002
Backtesting data exists:   Yes
Weighting methodology:   Market capitalization
Methdology guide:  Read PDF
Number of holdings:  175  (as of 03/07/2019)
Total return version:  MMVLT


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