Analysis is based on monthly total return index series (dividends reinvested) in USD. The benchmark index below indicates S&P High Yield Divided Aristocrats Index.
Download file Constituents as of 09/30/2016 Symbol Company Name Index Weight AES AES Corp 1.90% AET Aetna Inc 0.40% AFG American Financial Group Inc 0.20% AHT Ashford Hospitality Trust Inc 1.50% ARII American Railcar Industries Inc 1.50% AXP American Express Co 0.20% BANR Banner Corp 0.30% BBY Best Buy Co Inc 1.40% BDN Brandywine Realty Trust Read More »
The chart illustrates the performance of a hypothetical $10,000 investment made in the Zacks Sustainable Dividend Index on 10/17/2007. Assumes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales charges. This chart does not imply any future performance. You cannot invest directly in the index.
Index Symbol (Price) ZAXDR Index Symbol (Total) ZAXDRTR # of Companies 100 Index Inception Date 10/18/2007 Rebalance Frequency Monthly
As of 09/30/2016
The Zacks Sustainable Dividend Index seeks to maximize dividend income by selecting dividend-paying stocks from the largest 1,500, by market capitalization, U.S.-listed equities as well as outperform, on a risk-adjusted basis, the S&P 1500 Dividend Index and other dividend benchmarks. The Index constituent selection methodology utilizes multi-factor proprietary selection rules to identify those stocks that Read More »