MSVLT Morningstar Small Value Total Return Index

This is the total return version of MSVL. The starting universe of stocks are the stocks in the Morningstar Small Cap Index, which includes about 730 U.S. stocks. Morningstar classifies all stocks in the Morningstar Small Cap Index into one of three buckets: growth, value or core. Core stocks are stocks where neither growth nor value characteristics predominate. The Morningstar Small Cap Value Index includes those stocks in the value bucket.

As of 05/16/2019

Index Information
Provider:     Morningstar
Category1:  US Equity
Category2:  Broad market
Category3:  Small cap
Currency:    USD
Inception date:  03/23/2023
Backtesting data exists:  
Weighting methodology:   Market capitalization
Methdology guide:  Read PDF
Number of holdings:  234  (as of 06/23/2017)
Total return version:  MSVL

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